{"id":13399,"date":"2018-11-16T16:36:38","date_gmt":"2018-11-16T11:06:38","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13399"},"modified":"2021-05-26T13:34:35","modified_gmt":"2021-05-26T13:34:35","slug":"filter-partylist-field-based-on-other-lookup-field-that-supports-on-uci-dynamics-365-v9-x","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/11\/filter-partylist-field-based-on-other-lookup-field-that-supports-on-uci-dynamics-365-v9-x\/","title":{"rendered":"Filter PartyList Field based on other lookup field that supports on UCI Dynamics 365 v9.x"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form.<\/p>\n

As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.)<\/p>\n

\"Filter<\/p>\n

Our client requirement is to filter PartyList field \u201cRequired Attendees\u201d and show only Contact based on Account selected in \u201cRegarding\u201d field and that should be supported in UCI.<\/p>\n

To achieve this we have developed JavaScript, which apply addPreSearch <\/strong>to PartyList field \u201cRequired Attendees\u201d.<\/p>\n

Here we used \u201caddCustomFilter\u201d <\/strong>function to apply custom condition and \u201csetEntityTypes<\/strong>\u201d function to set entity of contact type.<\/p>\n

For reference please find JavaScript code as below:<\/strong><\/p>\n

function filterRequiredAttendees(executionContext) {<\/span><\/p>\n

\u00a0\u00a0\u00a0<\/span>\u00a0var functionName = “filterRequiredAttendees: “;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0try {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ get formContext<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var formContext = executionContext.getFormContext();<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Get requiredattendees<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var regardingObject = formContext.getAttribute(“regardingobjectid”);<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Validate regarding field<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if (!isValid(regardingObject))\u00a0 {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 return;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Validate value of regardingObject<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if (regardingObject.getValue() == null) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 return;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Get requiredattendees control<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var requiredAttendeesControl = formContext.getControl(“requiredattendees”);<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Validate requiredattendees field<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if (isValid(requiredAttendeesControl)) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Add PreSearch<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 requiredAttendeesControl.addPreSearch(filterContactByAccount);<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Check if multiple type dropdowns enabled for this lookup<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if (requiredAttendeesControl.getEntityTypes().length >= 1) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Set entity type to contact<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 requiredAttendeesControl.setEntityTypes([‘contact’]);<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0 catch (e) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Xrm.Navigation.openAlertDialog({ confirmButtonLabel: “Ok”, text: e.message, title: functionName });<\/span><\/p>\n

\u00a0\u00a0\u00a0 }<\/span><\/p>\n

}<\/span><\/p>\n

function filterContactByAccount(executionContext) {<\/span><\/p>\n

\u00a0\u00a0\u00a0 var functionName = “filterContactByAccount: “;<\/span><\/p>\n

\u00a0\u00a0\u00a0 try {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ get formContext<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var formContext = executionContext.getFormContext();<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var regardingObjectValue = formContext.getAttribute(“regardingobjectid”).getValue();<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\/\/ Validate Regarding has a value<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if (regardingObjectValue != null) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/ Get Account GUID<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var regardingID = regardingObjectValue[0].id;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var filterCondition = “<filter type=’and’>” + “<condition attribute=’parentcustomerid’ operator=’eq’ value='” + regardingID + “‘ \/>” + “<\/filter>”;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 formContext.getControl(“requiredattendees”).addCustomFilter(filterCondition, “contact”);<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0 catch (e) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Xrm.Navigation.openAlertDialog({ confirmButtonLabel: “Ok”, text: e.message, title: functionName });<\/span><\/p>\n

\u00a0\u00a0\u00a0 }<\/span><\/p>\n

}<\/span><\/p>\n

function isValid(attributes) {<\/span><\/p>\n

\u00a0\u00a0\u00a0 var functionName = “isValid >>”;<\/span><\/p>\n

\u00a0\u00a0\u00a0 try {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0if (attributes != null && attributes != undefined && attributes != “” && attributes != “undefined” && attributes != “null”) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 return true;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 else {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 return false;<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/span><\/p>\n

\u00a0\u00a0\u00a0 } catch (e) {<\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Xrm.Navigation.openAlertDialog({ confirmButtonLabel: “Ok”, text: e.message, title: functionName });<\/span><\/p>\n

\u00a0\u00a0\u00a0 }<\/span><\/p>\n

}<\/span><\/p>\n

Add this scripts as web resources, add these libraries to the activity entity form, then we have to set the Form Properties, set \u201cfilterRequiredAttendees\u201d function \u201cOnLoad\u201d of the form, and \u201cOnChange\u201d of the \u201cRegarding\u201d field.<\/p>\n

Deploy and publish the changes. Refresh (Ctr+F5) the activity entity form and we are good to filter partylist field.<\/p>\n

Now PartyList field \u201cRequired Attendees\u201d, shows only Contact based on Account selected in \u201cRegarding\u201d field.<\/p>\n

\"Filter<\/p>\n

Conclusion<\/strong>:<\/h2>\n

Using the \u201caddPreSearch\u201d, <\/strong>\u201caddCustomFilter\u201d, <\/strong>and \u201csetEntityTypes<\/strong>\u201d functions we can filter PartyList fields that supports on UCI too.<\/p>\n

Dynamics 365 for Customer Engagement apps version 9.x provided the following client APIs, which are not available in the previous versions.<\/p>\n

1. getEntityTypes<\/strong> – Gets the types of entities allowed in the lookup control<\/p>\n

Syntax:<\/strong> formContext.getControl(arg).getEntityTypes();<\/p>\n

2. setEntityTypes<\/strong> – Sets the types of entities allowed in the lookup control.<\/p>\n

Syntax:<\/strong> formContext.getControl(arg).setEntityTypes([entityLogicalNames]);<\/p>\n

\"Effectively-Manage-Sales-Territories-on-a-map-within-Microsoft-Dynamics-CRM\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":13400,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,27],"tags":[1740,1742],"class_list":["post-13399","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-field-service-2","tag-uci-dynamics-365","tag-uci-dynamics-365-v9-x"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=13399"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13399\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/13400"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=13399"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=13399"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=13399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}