To get the filtered lookup functionality in CRM 2011 we can make use of the
addCustomView Method of Xrm.Page.ui control.
Something similar to this
Here we have a custom entity name Case which has 1-n relationship with Contact Entity.
Now we want to show only those contact records in lookup which are associated with a particular case record.
We can add the code to the onload of the Entity.
// View ID --> Generate and Assign a new guid.
var viewId = "{C0F1DD64-1BF3-450D-BCDE-DF4732DE1606}";
// Set the entity name
var entityName = "contact";
// Give a meaningful name to the custom view
var viewDisplayName = "Case Member View";
// Create the Advanced find query and download the fetch xml
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='contact'>" +
"<attribute name='fullname' />" +
" <attribute name='contactid' />" +
"<order attribute='fullname' descending='false' />" +
"<filter type='and'>" +
"<condition attribute='new_caseid' operator='eq' uiname='new case' uitype='new_case' value="+caseID+"/>" +
"</filter>" +
"</entity>" +
"</fetch>";
// specify the layout for the results and which field to display
var layoutXml = "<grid name='resultset' " +
"object='1' " +
"jump='name' " +
"select='1' " +
"icon='1' " +
"preview='1'>" +
"<row name='result' " +
"id='contactid'>" +
"<cell name='fullname' " +
"width='100' />" +
"</row>" +
"</grid>";
// specify the schemaname of the lookup control
var lookupControl = Xrm.Page.ui.controls.get('new_clientid');
// set the parameters
lookupControl.addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
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I tried this for existing Product field in Invoice Product but it is not working…. Please give me a solution.
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What’s up to every body, it’s my first pay a visit of this
webpage; this weblog consists of awesome and actually excellent information in support of
visitors.
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thanks, but I want to ask is this code run in a custom entities or in the bilt in entities only???
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It will work on custom entities as well.
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I tried the code mentioned above & it does work.However, it does not seem to be sorting (ordering) the records in the lookup control.Do you also recognize this behaviour ?
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Very Good and Easy to follow,
But how did you get the GUID??. I have different views i need to create custom filters for but they cant all be using the same GUID??
cheers
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Hi Tay,
Generate a new guid. We just use advanced find page to get the fetch xml query.
I hope it helps.
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Very useful.
Do you know why It is not run with standard product lookup in order product ?
Have you a workaround ?
Thanks
Massimo
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Do you also know what the lookupbrowse equivalent in CRM 2011 is?
TIA
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I am a CRM developer and I found your information very useful. Thanks a lot for your time to post such useful blogs.
Keep Writing Best of Luck .
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Thanks Deepak for your appreciation🙂
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Hey Nishant, Thanks for great info…
Can you please tell me, How i can write lookupbrowse in CRM 2011
Below code is in CRM 4.0… i need same in crm 2011..
var field = Xrm.Page.getAttribute(“attributename”).getValue();
field.lookupbrowse = 1;
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