Solved

Filter a lookup view

Posted on 2009-07-02
8
523 Views
Last Modified: 2012-08-14
I have a form with two lookup fields:
The first one is called 'workinggroupid'. The second one is called 'alternateid'. I would like to filter the 'alternateid' lookup by the selected 'workingroupid'.

I've added the following code in the lookupsingle.aspx file:

<script runat="server">
protected override void OnLoad( EventArgs e )
{
      base.OnLoad(e);
      crmGrid.PreRender += new EventHandler( crmgrid_PreRender );
}
void crmgrid_PreRender( object sender , EventArgs e )
{
    // As we don't want to break any other lookups, ensure that we use workaround only if
    // search parameter set to fetch xml.
    if (crmGrid.Parameters["search"] != null && crmGrid.Parameters["search"].StartsWith("<fetch"))
    {
        crmGrid.Parameters.Add("fetchxml", crmGrid.Parameters["search"]);  
        // searchvalue needs to be removed as it's typically set to a wildcard '*'
        crmGrid.Parameters.Remove("searchvalue");  
        // Icing on a cake - ensure that user cannot create new contact outside of the account
        // and then select it.
        this._showNewButton = false;
    }
}

and in the OnLoad script I've added the following code:

var field = crmForm.all.new_workinggroupid;
if(crmForm.ObjectId == null)
{
    // Disable lookup for new account record as there can be no contacts
    field.Disabled = true;
}
else
{
    // Ensure that search box is not visible in a lookup dialog
    field.lookupbrowse = 1;
   
    // Pass fetch xml through search value parameter
    field.AddParam("search",
     "<fetch mapping='logical'><entity name='MemberOf'>"
    + "<filter><condition attribute='new_workinggroupid' operator='eq' value='"
    + crmForm.all.new_workinggroupid.DataValue[0].id.toString()
    + "' /></filter></entity></fetch>");
}



And.... does not work. Any idea????
Thanks in advance
0
Comment
Question by:chonichon
  • 5
  • 3
8 Comments
 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24769758
Hi  which version of crm you are using this will not work in crm 4.0 .
0
 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24769771
In crm 4.0

http://www.dynamicsexchange.com/crm-answer-site/default.aspx

just search for "filter lookup"

you wil get solution to your answer

thanks
Rakesh
0
 

Author Comment

by:chonichon
ID: 24770428
CRM 4.0
0
Netscaler Common Configuration How To guides

If you use NetScaler you will want to see these guides. The NetScaler How To Guides show administrators how to get NetScaler up and configured by providing instructions for common scenarios and some not so common ones.

 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24770503
just check the above link
0
 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24770584
0
 

Author Comment

by:chonichon
ID: 24771008
I've done the following changes:
In the onload event of the form I've added:

document.FilterLookup = function(source, target)
{
    if (IsNull(source) || IsNull(target)) { return; }
    var name = IsNull(source.DataValue) ? '' : source.DataValue[0].name;
    target.additionalparams = 'search=' + name;
}

In the onchange event of the Workinggroup field on the form I've added:
document.FilterLookup(crmForm.all.awx_new_workinggroup, crmForm.all.awx_new_alternateid);

And, does not work.
0
 
LVL 11

Accepted Solution

by:
rakeshAgarwal earned 500 total points
ID: 24771251
hope you  have remove d this code also

>>>I've added the following code in the lookupsingle.aspx


please go to

Have you checked that blog , have you added column to quick find.

regards
Rakesh

0
 

Author Comment

by:chonichon
ID: 24772001
Thanks....
Now it works...
0

Featured Post

ScreenConnect 6.0 Free Trial

Check out the updates in one game-changing release, ScreenConnect 6.0, based on partner feedback. New features include a redesigned UI that improves session organization and overall user experience. See the enhancements for yourself!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.
A short tutorial showing how to set up an email signature in Outlook on the Web (previously known as OWA). For free email signatures designs, visit https://www.mail-signatures.com/articles/signature-templates/?sts=6651 If you want to manage em…

803 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question