Filter customer lookup to show accounts only on Contact

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Posted on by NielsSL

Hi,

I have found this blog post on to hide the contact section in the customer lookup, to only show accounts using the JavaScript below.

However, I am a rookie dealing with JavaScript, so I am looking for some help to apply it.

I have created a JS Web Resource with the above code and added the library to my contact form. However, I get an error after I have configured the OnLoad event.

Can anyone help/show me how it should be configured on the form?

BR,
Niels

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meelamri 13,218 User Group Leader on at

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Hi,

Can you please share the error message?

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NielsSL on at

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Hi Mehdi,

I used the code from the website, where I replaced "Thrives" with "Hello". I typed the code, as it wasn't possible to copy it from the site - so I am hoping there are not typos.

if (typeof (Hello) === "undefined") { Hello = {}; } Hello.contact = { Form_Onload: function(executionContext) { Hello.contact.formContext = executionContext.getFormContext(); Hello.contact.FilterParentCustomerField(); }, FilterParentCustomerField: function() { Hello.contact.formContext.getControl("parentcustomerid").setEntityTypes(["account"]); } };

However, the error message I get depends on what I enter under Function - so that is probably where I need help.

I am not sure what the name of the function I am calling. I have tried Hello.contact, Hello.contact.FilterParentCustomerField, FilterParentCustomerField.

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meelamri 13,218 User Group Leader on at

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Hi,

You need to call Hello.contact.Form_Onload function. Please refer to the image below:

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NielsSL on at

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That did the job.

Thanks for the swift help, Mehdi. It is very much appreciated!

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