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Home > CRM 2011, JScript > Filtering Lookup view based on custom logic CRM 2011

Filtering Lookup view based on custom logic CRM 2011

In one of my requirement, I have to filter my lookup view results based on another lookup field value.

I have 2 Lookup fields on my form

  • Product
  • Product Category

When I click on “Product” lookup, I have to show only Products with category as “Product Category” field value.

Filter Lookup View

Filter Lookup View

We can achieve this requirement using Jscript by following below steps

  • Create a new view with our filter
  • Use the SDK method addCustomView, to add newly created view for the lookup dialog box
  • Set this view as default view
  • Disable the view selector to avoid user to select other views from Lookup dialog
  • Put above logic in a function register it on “onchange” event of “Product Category” field

Below is the Jscript function

function createAndSetLookupView() {

// Some GUID but only needs to be unique among the other available views for the lookup

var viewId = “{CB6F8184-D7C2-4664-9FAB-18FD9DCDB22A}”;

// Name of the view

var viewDisplayName = “My filtered view”;

// Prepare the xml with columns to display and filter

// Tip : Use Advanced Find to prepare th FetchXML

var fetchXml = “<fetch version=’1.0′ ” +

“output-format=’xml-platform’ ” +

“mapping=’logical’>” +

“<entity name=’new_product’>” +

“<attribute name=’new_productid’ />” +

“<attribute name=’new_name’ />” +

“<attribute name=’new_categoryid’ />” +

“<attribute name=’createdon’ />” +

“<order attribute=’new_name’ ” +

“descending=’false’ />” +

“<filter type=’and’>” +

“<condition attribute=’new_categoryid’ ” +

“operator=’eq’ ” +

“uiname='” + {categoryName} + “‘ ” +

“uitype=’new_category’ ” +

“value='” + {categoryGUID} + “‘ />” +

“</filter>” +

“</entity>” +

“</fetch>”;

var layoutXml = “<grid name=’resultset’ ” +

“object=’1′ ” +

“jump=’new_name’ ” +

“select=’1′ ” +

“icon=’1′ ” +

“preview=’2′>” +

“<row name=’result’ ” +

“id=’new_productid’>” +

“<cell name=’new_name’ ” +

“width=’150′ />” +

“<cell name=’new_categoryid’ ” +

“width=’150′ />” +

“<cell name=’createdon’ ” +

“width=’100′ />” +

“</row>” +

“</grid>”;

try {

// Lookup field which you want to add new view

var lookupControl = Xrm.Page.ui.controls.get(“new_productid”);

// Add the created view to Product lookup and set this view as default

lookupControl.addCustomView(viewId, “new_product”, viewDisplayName, fetchXml, layoutXml, true);

//Disable “View Selection” dropdown of “Product” lookup dialog

document.getElementById(“new_productid”).setAttribute(“disableViewPicker”, “1”);

}

catch (e) {

alert(“Error in createAndSetLookupView() – ” + e.description);

}

}

🙂

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  1. Oscar
    October 29, 2014 at 11:28 PM

    Can I use this code to filter a partylist field instaed of a lookup? Please let me know ASAP.
    I tried it but it gives me errors when the window with the views pops up.

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