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CRM 4.0 Filtering Lookup For Records Lookups

Posted on 2010-08-19
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Last Modified: 2012-05-10
Hi

Got a question regarding filtered lookups in CRM.. What I'm trying to achieve is when a user opens a Campaign Response record, they click on the lookup for the relating Campaign record. In the list of campaigns that come back, I want to show all except those ones that have been Cancelled.

Now there are loads of blogs, web sites, etc.. giving solution to this problem. One I picked on was at;

http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx

Now, I followed that example and did all steaps outlines.. I created my version of the piece of code below and placed it in the onLoad() event of the Campaign Response.

Doesn't work... Am I missing something completely here ?


var field= crmForm.all.regardingobjectid;

    field.lookupbrowse = 1; 

    

    // Pass fetch xml through search value parameter 

    field.AddParam("search", 

      "fetchXml=<fetch mapping='logical'><entity name='campaign'>"

       + "<all-attributes/><filter type='and'><condition attribute='statuscode'"

       +" operator='ne' value='4' /></filter></entity></fetch>");

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Question by:BigBlueMan
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pbergen earned 500 total points
ID: 33487072
This approach requires the additional code to lookupsingle.aspx file as well.

Given the unsupported nature of the fix (and the coming CRM5 upgrade in the coming months) I prefer to use the Stunnware solution by .

http://www.stunnware.com/default.aspx?area=products&group=fld4&subarea=fld4-overview

I believe Michael has used supported techniques to do the same thing... and the management interface is simple and well documented.

If you don't get your solution going quickly, I suggest looking at the Stunnware piece by Michael Hohne.
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Author Comment

by:BigBlueMan
ID: 33499105
Hi pbergen

I was looking for a quick free solution, but am aware of the stunnware implementation. Thanks anyways for replying..

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Author Closing Comment

by:BigBlueMan
ID: 34032254
sorted thanks
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