{"id":1104,"date":"2014-12-19T16:39:46","date_gmt":"2014-12-19T11:09:46","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=1104"},"modified":"2014-12-19T16:39:46","modified_gmt":"2014-12-19T11:09:46","slug":"how-to-show-filtered-lookup-dialog-in-dynamics-crm-through-script","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2014\/12\/how-to-show-filtered-lookup-dialog-in-dynamics-crm-through-script\/","title":{"rendered":"How to show Filtered Lookup Dialog in Dynamics CRM through Script"},"content":{"rendered":"

We had a requirement where in we were supposed to show a Filtered Custom Lookup on form load. By Filtered Custom Lookup, it meant that we were supposed to create a Lookup dialog similar to CRM Filtered lookup (Filtered Lookup value changes on the basis of other Lookup on which it is dependent) dialog. The lookup has to be filtered on the basis of a value in the lookup field which was there on the form.<\/p>\n

Now the question was, how were we supposed to achieve this? We had already done a Lookup Dialog to show all the records for an entity, but this was something new and enthralling.<\/p>\n

We dived into it and after a few hours of R&D, we came up with a solution. This blog is entirely dedicated in explaining and implementing that solution.<\/p>\n

Let us begin\u00a0with our\u00a0entity structure which comprised of\u00a0an entity called Contractor and it was in N:1 relation with Project and Payment Schedule where as Payment Schedule was in N:1 relation with Project.<\/p>\n

The requirement was to show the Filtered Custom Lookup dialog containing Payment Schedule records, related to the Project (Lookup field) selected on the Contractor, on form load of Contractor.<\/p>\n

Screenshots:<\/strong><\/p>\n

Note: <\/strong>Lookup Dialog seen in the below screenshots is a Custom Lookup Dialog opened on form load using JavaScript.<\/p>\n

Below screenshot shows the Project selected as Test Project having Payment Schedule records for it as a result of which we can see that record in the Lookup Dialog.<\/p>\n

\"Test<\/a><\/p>\n

Below screenshot shows the Project selected as Test Project 2 and Test Project 2 has no Payment Schedule records for it and as a result we cannot see any records in the Lookup Dialog.<\/p>\n

\"Payment<\/a><\/p>\n

Let’s start with the technical part of it.<\/p>\n

Code:<\/strong><\/p>\n

\/\/function to open filtered entity lookup to select record<\/p>\n

function openFilteredLookup(defaultType, defaultViewId, currentObjectType, currentId, rDependentAttr, rId, rType, relationshipId) {<\/p>\n

var functionName = “openLookup”;<\/p>\n

try {<\/p>\n

 <\/p>\n

if (isValid(currentObjectType) && isValid(currentId)) {<\/p>\n

\/\/prepare lookup url<\/p>\n

var url = “\/_controls\/lookup\/lookupinfo.aspx?AllowFilterOff=0&DefaultType=” + defaultType + “&DefaultViewId=%7b” + defaultViewId + “%7d&DisableQuickFind=0&DisableViewPicker=1&IsInlineMultiLookup=0&LookupStyle=single&ShowNewButton=1&ShowPropButton=1&browse=false&currentObjectType=” + currentObjectType + “&currentid=%7b” + currentId + “%7d&dType=1&mrsh=false&objecttypes=” + defaultType + “&rDependAttr=” + rDependentAttr + “&rId=%7b” + rId + “%7d&rType=” + rType + “&relationshipid=” + relationshipId + “”;<\/p>\n

} else {<\/p>\n

\/\/prepare lookup url<\/p>\n

var url = “\/_controls\/lookup\/lookupinfo.aspx?AllowFilterOff=0&DefaultType=” + defaultType + “&DefaultViewId=%7b” + defaultViewId + “%7d&DisableQuickFind=0&DisableViewPicker=1&IsInlineMultiLookup=0&LookupStyle=single&ShowNewButton=1&ShowPropButton=1&browse=false&dType=1&mrsh=false&objecttypes=” + defaultType + “&rDependAttr=” + rDependentAttr + “&rId=%7b” + rId + “%7d&rType=” + rType + “&relationshipid=” + relationshipId + “”;<\/p>\n

}<\/p>\n

 <\/p>\n

\/\/Set the Dialog Width and Height<\/p>\n

var DialogOptions = new Xrm.DialogOptions();<\/p>\n

\/\/Set the Width<\/p>\n

DialogOptions.width = 500;<\/p>\n

\/\/Set the Height<\/p>\n

DialogOptions.height = 550;<\/p>\n

 <\/p>\n

\/\/open dialog<\/p>\n

Xrm.Internal.openDialog(Mscrm.CrmUri.create(url).toString(), DialogOptions, null, null, CallbackFunction);<\/p>\n

 <\/p>\n

\/\/Set the variable to false<\/p>\n

isOnLoad = false;<\/p>\n

 <\/p>\n

} catch (e) {<\/p>\n

throwError(e, functionName);<\/p>\n

}<\/p>\n

}<\/p>\n

What are the parameters passed for the above used function?<\/strong><\/p>\n