Filtered Lookup in CRM 2011

// 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);

14 thoughts on “Filtered Lookup in CRM 2011”

1. Pingback: Setting Custom View as default for lookup in Connection entity. (CRM 2011) « Nishant Rana's Weblog
   1. 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;

      LikeLike

      Reply
2. 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 .

   LikeLike

   Reply
   1. Thanks Deepak for your appreciation 🙂

      LikeLike

      Reply
3. Do you also know what the lookupbrowse equivalent in CRM 2011 is?

   TIA

   LikeLike

   Reply
4. Very useful.
   Do you know why It is not run with standard product lookup in order product ?
   Have you a workaround ?

   Thanks
   Massimo

   LikeLike

   Reply
5. 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

   LikeLike

   Reply
   1. Hi Tay,
      Generate a new guid. We just use advanced find page to get the fetch xml query.
      I hope it helps.

      LikeLike

      Reply
6. Pingback: Filtered Lookups in CRM 2011 | CRM Consultancy Blog
7. 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 ?

   LikeLike

   Reply
8. thanks, but I want to ask is this code run in a custom entities or in the bilt in entities only???

   LikeLike

   Reply
   1. It will work on custom entities as well.

      LikeLike

      Reply
9. 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.

   LikeLike

   Reply
10. I tried this for existing Product field in Invoice Product but it is not working…. Please give me a solution.

    LikeLiked by 1 person

    Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.