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Custom filter for a Subgrid

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Posted on by meenoo

7,316

Hi,

I am trying to setup a custom filter for one of my subgrids. It basically needs to show all the emails associated to a person(custom entity) sent from an entity(Activity enabled). Here is my script.. it does bring the filtered records as I checked while debugging, it just does not set the filter for some reason. Not sure how else to troubleshoot and so I need some help. Thanks for any help!

function SubGridFilterExecution(executionContext) {
    //Create a Form Context.
    var formContext = executionContext.getFormContext();
    //Step 1 - Get the subgrid control.
    var gridContext = formContext.getControl("Subgrid_new_EventsMailMerge");
    //Step 2 - Retrieving Form Attribute Value.
    var fullName  = formContext.getAttribute("new_personname").getValue();
	 //Step 3 - Recall the execution method if the subgrid context is null or empty.
	 
    if (gridContext == null) {
        setTimeout(SubGridFilterExecution, 3000);
        return;
    }
	else {
	 //Set grid with query A based fetch XML.
        if (fullName != null) {
            //Step 4 - Build a fetch XML in a variable.
            var FetchXmlA = ""  
                ""  
              ""  
                ""  
                ""  
				""  
				""  				
				""  				
				""  
                ""  
                ""  
                    ""  
                ""  
			    ""  
                "";

//Query the records
Xrm.WebApi.retrieveMultipleRecords("email", "?fetchXml="   encodeURIComponent(FetchXmlA)).then(
        function(results) {
            var functionalLocationsFilter = results.entities.map(
                function(r) { 
debugger;
                    return (""   r._regardingobjectid_value  "");
                }).join("");
//Composing the resulting filter for the grid
            var filter = [
                "",
                "",
                functionalLocationsFilter,
                "",
                ""
            ].join("");
			
		

gridContext.setFilterXml(filter);//debug stops here and exits. subgrid shows no data
gridContext.refresh();
}, Xrm.Navigation.openErrorDialog);
}
}
}

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meenoo 7,316 on at

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RE: Custom filter for a Subgrid

I suspect setFilterXml isn't doing anything. When I debug, I am not seeing anything that tells me filter has been set to the grid. Otherwise, I see the results are coming through and the filter looks good with regardingobjectid etc. in debug mode.

formContext.getControl("Subgrid_new_EventsMailMerge").setFilterXml(filter);
meenoo 7,316 on at

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RE: Custom filter for a Subgrid

function SubGridFilterExecution(executionContext) { //Create a Form Context. var formContext = executionContext.getFormContext(); //Step 1 - Get the subgrid control. var gridContext = formContext.getControl("Subgrid_new_EventsMailMerge"); //Step 2 - Retrieving Form Attribute Value. var fullName = formContext.getAttribute("new_personname").getValue(); //Step 3 - Recall the execution method if the subgrid context is null or empty. if (gridContext == null) { setTimeout(SubGridFilterExecution, 3000,executionContext); return; } else { //Set grid with query A based fetch XML. if (fullName != null) { //Step 4 - Build a fetch XML in a variable. var FetchXmlA = "" "" "" "" "" "" "" "" "" "" "" "" "" "" ""; //Query the records Xrm.WebApi.retrieveMultipleRecords("email", "?fetchXml=" encodeURIComponent(FetchXmlA)).then( function(results) { var functionalLocationsFilter = results.entities.map( function(r) { debugger; return ("" r._regardingobjectid_value ""); }).join(""); //Composing the resulting filter for the grid var filter = [ "", "", functionalLocationsFilter, "", "" ].join(""); formContext.getControl("Subgrid_new_EventsMailMerge").setFilterXml(filter); formContext.getControl("Subgrid_new_EventsMailMerge").refresh(); }, Xrm.Navigation.openErrorDialog); } } }
a33ik 84,325 Most Valuable Professional on at

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RE: Custom filter for a Subgrid

This part looks good. Can you please provide the current version of the code?
meenoo 7,316 on at

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RE: Custom filter for a Subgrid

Actually, my bad, I have posted wrong picture.

This is the subgrid and there are no filters. Sorry for the confusion.
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a33ik 84,325 Most Valuable Professional on at

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RE: Custom filter for a Subgrid

So... here is the answer. Change the "Records" dropdown to "All record types".
meenoo 7,316 on at

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RE: Custom filter for a Subgrid

Here is the grid configuration:

query is basically status equals 'Active'. That's all.

Thanks.
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a33ik 84,325 Most Valuable Professional on at

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RE: Custom filter for a Subgrid

Hello,

More or less. Can you please show your grid configuration (similar to the screenshot I provided earlier)? And can you please show the setting (basically query) of the view you use in the grid?
meenoo 7,316 on at

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RE: Custom filter for a Subgrid

Yes, it shows 'Activities' of a candidate's Registrations. This Candidate is a custom entity which has Email activities that goes out from it. There is no problem with displaying those activities because it is straightforward. However, each Candidate can have 'Registrations' for multiple Events. And emails go out from Registrations and these email activities that I am trying to show on Candidates' profile page as a Subgrid by modifying the filter. All I am trying to do is grab the Candidate's recordid and use it to get the 'Regardingobjectid' through which I am trying to retrieve Registration activities into the grid.

So, I placed the 'Email' entity as the subgrid's datasource and placed a system view removing all the filters from it.

Makes sense?
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a33ik 84,325 Most Valuable Professional on at

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RE: Custom filter for a Subgrid

The grid that you're talking about - is it contextual? Is it filtering the data based on the record of the form? Check this part of my post:
meenoo 7,316 on at

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RE: Custom filter for a Subgrid

can the grid have any default filters in it? I tried removing all the filters and still won't work!