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Friday, October 19, 2012

CRM 2011 JS: Custom Lookup Filter Lookup in CRM 2011

function customfilterlookup(AccoundID)
{
//Show Contacts which has selected parent Account
    //build fetchxml, use Advance Find to get Fetchxml
    var viewId = "{a76b2c46-c28e-4e5e-9ddf-951b71202c9d}"; //view Guid
    var entityName = "contact"; // Entity to be filtered
    var viewDisplayName = "Active Contacts"; // Custom name for the lookup window.
    var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                  "<entity name='contact'>" +
                    "<attribute name='fullname' />" +
                    "<attribute name='parentcustomerid' />" +                  
                    "<attribute name='emailaddress1' />" +
                    "<attribute name='address1_telephone2' />" +
                    "<attribute name='new_city' />" +
                    "<attribute name='address1_stateorprovince' />" +
                    "<attribute name='address1_telephone1' />" +
                    "<attribute name='ownerid' />" +
                    "<attribute name='contactid' />" +
                    "<order attribute='fullname' descending='false' />" +
                    "<filter type='and'>" +
                      "<condition attribute='parentcustomerid' operator='eq'  uitype='account' value='"+AccoundID+"' />" +
                      "<condition attribute='statecode' operator='eq' value='0' />" +
                    "</filter>" +
                  "</entity>" +
                "</fetch>";

    // Build Grid Layout. building a custom view for the Lookup
    //building grid layout with the columns which needs to be displayed in the lookup view
    var layoutXml = "<grid name='resultset' " +
                    "object='1' " +
                    "jump='name' " +
                    "select='1' " +
                    "icon='1' " +
                    "preview='1'>" +
                    "<row name='result' " +
                    "id='contactid'>" +
// Id/key attribute of the entity to be filtered
                    "<cell name='fullname' " +
                    "width='250' />" +
                    "<cell name='new_city' " +
                    "width='70' />" +
                    "<cell name='address1_telephone1' " +
                    "width='100' />" +
                    "</row>" +
                    "</grid>";

    // add new view to the lookup
    Xrm.Page.getControl("contact").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
}

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