Filtering partylist entities using jscript in CRM
In CRM, partylist Party List is a data type, using which you can set more than one type of entity records for a single field
For example,
- In the ‘Appointment’ entity, field “requiredattendees” is a ‘Party List’ type
- We can select multiple records of different type (i.e., Accounts, Users, Contacts…)
In one of my requirement, I have to restrict the party list field to show only ‘Contacts’. (i.e., I can only choose Contacts)
We can achieve by setting below properties to partylist field using jscript
crmForm.all.requiredattendees.setAttribute(“defaulttype”, “2”);
crmForm.all.requiredattendees.setAttribute(“lookuptypes”, “2”);
crmForm.all.requiredattendees.setAttribute(“lookuptypeIcons”, “/_imgs/ico_16_2.gif”);
Here ‘2’ is the Entity Type Code of ‘Contact’ entity
After setting the properties, the partylist look as below with ‘Contact’ chosen as default and in disabled state to restrict other entity selction
In case you have to filter 2 entities, let’s say Contact & User you have to set “lookuptypes & lookuptypenames & lookuptypeIcons” properties
lookuptypeIcons = ‘/_imgs/ico_16_2.gif:/_imgs/ico_16_8.gif’;
lookuptypenames = ‘contact:2:Contact,systemuser:8:User’;
lookuptypes = ‘2,8’;
crmForm.all.requiredattendees.setAttribute(“lookuptypes”, lookuptypes);
crmForm.all.requiredattendees.setAttribute(“lookuptypenames”, lookuptypenames);
crmForm.all.requiredattendees.setAttribute(“lookuptypeIcons”, lookuptypeIcons);
🙂
Hi,
Isn’t this for CRM 4.0?
I think CRM 2011 uses Xrm.Page.*
Best regards,
Fernando
Hi Fernando,
It works for both CRM 4.0 & CRM 2011 as CRM 2011 supports backward compatibility.
Hi Rajeev
Useful blog, thanks. Do you know how to set the columns that are searched by a partylist lookup in CRM4? It doesn’t seem to obey the search settings of the individual entity lookups, so the settings must be held somewhere else, but I can’t figure out where.
Grateful for any help,
Adam
this is not supported in crm 2013
Hi,
You can try this unsupported way
http://blog.navantis.com/filtering-partylist-entities-in-crm-2013/