Filter customer lookup to show accounts only on Contact

(0) Share

Report

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

All responses (4)

Answers (1)

NielsSL 87 on at

Like (1)

Report

RE: Filter customer lookup to show accounts only on Contact

That did the job.

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

meelamri 13,204 User Group Leader on at

Like (2)

Report

RE: Filter customer lookup to show accounts only on Contact

Hi,

You need to call Hello.contact.Form_Onload function. Please refer to the image below:
NielsSL 87 on at

Like (1)

Report
RE: Filter customer lookup to show accounts only on Contact

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.
meelamri 13,204 User Group Leader on at

Like (0)

Report

RE: Filter customer lookup to show accounts only on Contact

Hi,

Can you please share the error message?