tag:blogger.com,1999:blog-7483666954520465023.post6958458195821632797..comments2024-03-27T08:10:41.737+00:00Comments on Microsoft Azure & Dynamics 365 CRM -Learn The Ropes: Lookup Filtering in CRM 2011 using Javscript OR Custom Lookup Filtering in CRM 2011 using JavascriptD. MANJALYhttp://www.blogger.com/profile/16122189495637340566noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-7483666954520465023.post-32351101270663744942023-09-09T12:50:17.096+01:002023-09-09T12:50:17.096+01:00Go India Tour and Cabs leads in providing Taxi ser...Go India Tour and Cabs leads in providing <a href="https://goindiatourandcabs.com/" rel="nofollow">Taxi service in Jaipur</a> that offers the most luxurious and reasonably priced taxi trips in world-class vehicles. We offer cab in Jaipur travel, outstation trips, weddings, corporate events, airport services, and sightseeing in Jaipur.Go India Tour and Cabshttps://www.blogger.com/profile/08836021819250541116noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-56701406497722159102017-02-24T07:31:39.488+00:002017-02-24T07:31:39.488+00:00how can i put condition text to Search field in Lo...how can i put condition text to Search field in Lookup form, thanks alots :)Mr.Thttps://www.blogger.com/profile/11566461365632821859noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-12836475210195401652016-01-15T07:02:21.084+00:002016-01-15T07:02:21.084+00:00Hello. I have done as suggested. But after i save ...Hello. I have done as suggested. But after i save the form the value of the new lookup field disappears. I want it to be retained .I m using CRM 2011. Kindly helpKimayahttps://www.blogger.com/profile/02459209573136303612noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-3588407907393319282015-09-15T12:09:18.524+01:002015-09-15T12:09:18.524+01:00Filtering criteria is not working in chrome. It wo...Filtering criteria is not working in chrome. It works fine on IE. Has anyone had a similar problem?Anonymoushttps://www.blogger.com/profile/15109081012097885779noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-39572424736931516772014-11-11T11:05:15.317+00:002014-11-11T11:05:15.317+00:00Hi ,
I am facing same problem too. It works well ...Hi ,<br /><br />I am facing same problem too. It works well on IE and Firefox but not working on Google Chrome at all.<br />any help will be appreciated.<br />Thnaks<br />Swati Shahhttps://www.blogger.com/profile/08257042029190993344noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-52954969050751371882014-09-12T16:49:18.514+01:002014-09-12T16:49:18.514+01:00It works well on IE and Firefox but not working on...It works well on IE and Firefox but not working on Google Chrome ( I am talking about the PC version not the mobile one). Any help ?Mahmoud Mohannahttps://www.blogger.com/profile/02199779596198602845noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-87214057141935200032014-09-12T16:48:32.258+01:002014-09-12T16:48:32.258+01:00This comment has been removed by the author.Mahmoud Mohannahttps://www.blogger.com/profile/02199779596198602845noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-64423537522459305342013-06-07T08:02:06.525+01:002013-06-07T08:02:06.525+01:00When I do this, the lookup grid always selects the...When I do this, the lookup grid always selects the first result by default. This is misleading. Do you know what might be causing this?Thanurahttps://www.blogger.com/profile/17467208191548670149noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-29064046704477429892013-04-04T14:00:58.283+01:002013-04-04T14:00:58.283+01:00was useful .. thank you.was useful .. thank you.venuhttps://www.blogger.com/profile/06909670555001696659noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-46510448544858448302012-11-20T00:58:09.946+00:002012-11-20T00:58:09.946+00:00Thank you Manjaly! this is really useful for a beg...Thank you Manjaly! this is really useful for a beginner.markpoojhttps://www.blogger.com/profile/03992195068496429774noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-12647203586937010572012-03-02T16:39:57.909+00:002012-03-02T16:39:57.909+00:00Hey, sorry the line of code I was talking about is...Hey, sorry the line of code I was talking about is "order attribute='fullname' descending='false'". It seems this does not work in the filtered lookup.Satish Chaudharyhttps://www.blogger.com/profile/10485664654336741721noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-73466913656562492152012-03-02T16:16:42.294+00:002012-03-02T16:16:42.294+00:00Hi Manjaly.....
Great blog....!! There is only one...Hi Manjaly.....<br />Great blog....!! There is only one problem which I am facing implementing in this way. I am not able to sort the items using filtered view....It seems code - "" is not working for me. Else, everything is as expected. Could you please help me in this?Satish Chaudharyhttps://www.blogger.com/profile/10485664654336741721noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-74010338387353560952012-02-25T22:29:25.963+00:002012-02-25T22:29:25.963+00:00Hello there, Sorry for the delayed response. In th...Hello there, Sorry for the delayed response. In the add custom view syntax, viewIsDefault - is the setting to true to make this view as default and we are doing it in js. So I would suggest you to try something. if you navigate to your form and the double click on the lookup to view the properties of the lookup field ( on which you are trying the filtering). Just above the bottom line you have the view selector option. Turn that to off and then apply the custom lookup filtering js.D. MANJALYhttps://www.blogger.com/profile/16122189495637340566noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-16180995271475738492012-02-25T22:07:22.450+00:002012-02-25T22:07:22.450+00:00hello there, sorry for the delayed response. I hav...hello there, sorry for the delayed response. I haven't tried this. It may be a limitation. But what happens when you add the cell to the layout xml. Was there any error?D. MANJALYhttps://www.blogger.com/profile/16122189495637340566noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-32382889945557861992012-02-24T02:57:01.112+00:002012-02-24T02:57:01.112+00:00Working like a charm, great blog.
However, i am st...Working like a charm, great blog.<br />However, i am stuck in a situation:<br /><br />"How do i disable all the other views, i want to make sure that system only shows the view i have created, i understand we have to make sure that 'Show All views' property has to be TRUE but the downside is we/users can select any other view and that will reset the filters"<br /><br />What is the solution or its a bug?<br /><br />Will look forward to hear from you.<br /><br />Thanks,<br />SamSamhttps://www.blogger.com/profile/13007178759994428781noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-52052646343336117092012-01-25T01:04:11.094+00:002012-01-25T01:04:11.094+00:00awesome code. thanx. almost got it t work first ti...awesome code. thanx. almost got it t work first time, cept for changing all the " to ' . worked after that. bummer that the sort doesnt work though. still reported as an open bug I think.GlenGhttps://www.blogger.com/profile/11872920258931496929noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-23069226312075261172012-01-18T00:06:48.770+00:002012-01-18T00:06:48.770+00:00Can we display an attribute from linked Entity in ...Can we display an attribute from linked Entity in the view? I am able to access the linked entity attribute in fetch XML, but couldn't add the cell in Lay out XML...Any idea??Sushmahttps://www.blogger.com/profile/02888441024885562527noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-29126556832051293992012-01-10T07:35:51.136+00:002012-01-10T07:35:51.136+00:00Please verify the FetchXml format.Make sure that y...Please verify the FetchXml format.Make sure that you download from Advanced find and then format as shown above. Also if possible, could you paste dummy code.D. MANJALYhttps://www.blogger.com/profile/16122189495637340566noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-86340372521375460842012-01-10T05:17:31.878+00:002012-01-10T05:17:31.878+00:00hello,
thanks for this helpful post.
but I am gett...hello,<br />thanks for this helpful post.<br />but I am getting error 'FetchXml is not defined'<br />and Object does not support this property or method<br />any idea?<br /><br />Thanks!<br />SnehaAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-12401683781556310512011-11-17T17:25:03.912+00:002011-11-17T17:25:03.912+00:00This is my function code. Now I don't get erro...This is my function code. Now I don't get error, but it doesn't substitute the default account view. However, if I add custom_invoiceid lookup to my incident form, then It runs ok. I'm thinking to use this lookup to achieve my business logic and to change the customerid lookup value later.<br /><br />function setLookupCustomer(lookupFieldName) <br />{<br /> // use randomly generated GUID Id for our new view<br /> var viewId = "{1DAC2B35-B07C-44D2-865D-258DEEAC88E2}";<br /> var entityName = "custom_invoice";<br /><br /> // give the custom view a name<br /> var viewDisplayName = "Client";<br /><br /> // Find all customers with their CIF (custom_invoice) entity<br /> var fetchXml = "" +<br />"" +<br />"" +<br />"" +<br />"" +<br />"" +<br />"" +<br />"" +<br />"" +<br />"" +<br />""; <br /><br /> // build Grid Layout<br />var layoutXML = ""; <br /> layoutXML += ""; <br /> layoutXML += "";<br /> layoutXML += "";<br /> layoutXML += "";<br /> layoutXML += ""; <br /> layoutXML += "";<br /><br /> // add the Custom View to the indicated [lookupFieldName] Control<br /><br />Xrm.Page.getControl(lookupFieldName).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXML, true); <br />}sermochttps://www.blogger.com/profile/08247960442426210339noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-36510196120376907002011-11-17T16:05:20.198+00:002011-11-17T16:05:20.198+00:00Sorry, I haven't been clear...
In my scenario...Sorry, I haven't been clear... <br />In my scenario I'd like add custom view with customerid (incident entity) lookup what it's pointing at other entity (neither contact nor account). <br />I'd like to add one attribute to my fetch query (linked-entity) it's in other entity. Both entities are related with 'customerid' field, but I can't access this attribute with advanced find query. For this reason I thought that add custom view could be the solution about it.<br />I have achieved add custom view to my lookup, but I don't know if I can add an attribute from other entity or I do fetch query directly against 'custom_entity' with customerid field.<br />Thankssermochttps://www.blogger.com/profile/08247960442426210339noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-51811294825538113832011-11-17T15:23:01.844+00:002011-11-17T15:23:01.844+00:00it could be any entity and its just a scenario. Pl...it could be any entity and its just a scenario. Please note the line and change it accordingly<br />var entityName = "contact";// Entity to be filteredD. MANJALYhttps://www.blogger.com/profile/16122189495637340566noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-82178616431834933612011-11-17T14:26:08.718+00:002011-11-17T14:26:08.718+00:00ok, but it's a must that "new_generalprac...ok, but it's a must that "new_generalpractitioner" was referred to 'contact' entity type or it must be any one entity type.<br /><br />Thankssermochttps://www.blogger.com/profile/08247960442426210339noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-48491230668261004842011-10-18T10:56:25.897+01:002011-10-18T10:56:25.897+01:00Hi Toine,
We need to add the view to the lookup c...Hi Toine,<br /><br />We need to add the view to the lookup control.<br /><br />Best Regards,D. MANJALYhttps://www.blogger.com/profile/16122189495637340566noreply@blogger.comtag:blogger.com,1999:blog-7483666954520465023.post-41678766344470231232011-10-17T20:31:53.433+01:002011-10-17T20:31:53.433+01:00thanks for this post. Just a quick question. In th...thanks for this post. Just a quick question. In the call Xrm.Page.getControl("new_generalpractitioner")<br />what does "new_generalpractitioner" refer to? To which control are we supposed to add the view. <br /><br />Thankstoinehttps://www.blogger.com/profile/01294798969069494027noreply@blogger.com