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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filter Dropdown of Opp...
Customer experience | Sales, Customer Insights,...
Suggested answer

Filter Dropdown of Opps based on parentaccountid in Custom Page Dialog

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Posted on by CU01071522-0 4
I am trying to Filter a dropdown within my Custom Page. In the end something like this has to be achieved:
 
-> User clicks on Ribbon Bar button in Dynamics on a contact
-> Account ID is retrieved via JS and given to Custom Page via "navigateTo" (varRecordId in Power FX)
-> Custom Page Opens in a Dialog
-> Only Opportunities of the given account can be selected by User
-> Some Business Logic on Button Click
 
Does someone have an Idea how to Filter the Dropdown correctly in Power FX? I tried almost everything but I am not able to make it work: 
 
 
 
 
 
Categories:
Microsoft Dynamics CRM
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 843 Most Valuable Professional on at
    Filter Dropdown of Opps based on parentaccountid in Custom Page Dialog
    1. Pass Account ID via navigateTo:
      
    Xrm.Navigation.navigateTo({
  pageType: "custom",
  name: "your_custom_page_name",
  parameters: {
    varRecordId: accountId // retrieved from the contact form
  }
}, {
  target: 2, // Dialog
  width: { value: 50, unit: "%" },
  height: { value: 70, unit: "%" },
  position: 1
});
    2. In the OnStart property of the Custom Page: 
    Set(accountId, Param("varRecordId"))
    3. Assuming the dropdown is bound to the Opportunities table:

    Filter(Opportunities, Account.Id = accountId)
  • Suggested answer
    CU01071522-0 Profile Picture
    CU01071522-0 4 on at
    Filter Dropdown of Opps based on parentaccountid in Custom Page Dialog
    Isses was not related to the filter criteria...the attributes for display within in the dropdown had to be adjusted. As soon as the topic was selected there, the desired opportunities are shown. 

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