Hi,

We recently had a requirement to implement filtering on Add Existing lookup button for 1-n relationship.

This is the post that helped us to implement it.

http://sliong.wordpress.com/2012/06/22/crm-2011-filtered-lookup-for-add-existing-button-for-one-to-many-relationship-crmformsubmit-is-undefined/

Only change was in the name of the getParameter function.

function
replaceAddExistingButtonView(params) {

    var
relName = params.gridControl.getParameter(“relName”),

    var roleOrd = params.gridControl.getParameter(“roleOrd”),

instead of getParameter it is now GetParameter (capital G)

Bye.

Hi,

Was working on Filtering Add Exiting Lookup and got the below error.

Here we need to make sure that we are referencing correct columns in the fetchxml and layoutxml while creating the view using JavaScript.

fetchXml: “<fetch
version=‘1.0‘
output-format=‘xml-platform‘
mapping=‘logical‘
distinct=‘false‘>” +

“<entity name=‘new_mycustomentity‘>” +

“<attribute name=‘new_customentityid‘ />” +

“<attribute name=‘new_name‘/>” +

“<order attribute=‘new_name‘ descending=‘false‘ />” +

“<filter type=‘and‘>” +

“<condition attribute=‘new_name‘ operator=‘like‘ value=‘%1%‘ />” +

“</filter>” +

“</entity>” +

“</fetch>“,

layoutXml: “<grid name=‘resultset‘ object=‘10001‘ jump=‘new_name‘
select=‘1‘ icon=‘1‘ preview=‘1‘>” +

“<row name=‘result‘ id=‘new_customentityid’>” + “<cell name=‘new_name‘ width=‘300‘ />” +

“</row>” +

“</grid>“,

Hope it helps.

Hi,

Have a look at this awesome set of Visio Stencils for CRM 2011.

http://appstencils.codeplex.com/

Bye.