{"id":1642,"date":"2015-08-20T15:01:25","date_gmt":"2015-08-20T09:31:25","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=1642"},"modified":"2021-08-25T10:55:06","modified_gmt":"2021-08-25T10:55:06","slug":"apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2015\/08\/apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script\/","title":{"rendered":"Apply Custom Filter on Lookup Field in Dynamics CRM using Script"},"content":{"rendered":"

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

In this blog, we are going to see how to apply a custom filter to the lookup field using the JavaScript functions<\/em>.<\/p>\n

Microsoft Dynamics CRM allows us to filter a lookup field on the form using the Fetch XML condition and \u201caddPreSearch()\u201c method.<\/p>\n

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

On the Contact Entity, there is a lookup field named ‘Account Name’<\/em> and a text field ‘Address1: City’<\/em> as shown in the below screenshot;\"Apply<\/a><\/p>\n

So, if we want to filter Account records in lookup view by city having value equal to field Address1: City. We can do this by writing the below code in JScript.<\/p>\n

Here we have written two functions ‘filterLookup()’<\/em> and ‘addCustomeLookupFilter()’<\/em>\u00a0 as shown in the below code snippets;\"Apply<\/a><\/p>\n

We have created CRM webresource for the javascript and called ‘filterLookup’<\/em>\u00a0function on change event for the field ‘Address1: City’<\/em> field as below for contact entity form.\"Apply<\/a><\/p>\n

Function ‘filterLookup’<\/em>\u00a0will be triggered on the change of field ‘Address1: City’<\/em>. This binds ‘addPreSearch’<\/em>\u00a0event to lookup control ‘parentcustomerid’<\/em>.\"Apply<\/a><\/p>\n

Open the contact entity record, Before entering the ‘Address1:City’<\/em> field value the lookup field shows all the account records as below screenshot;\"Apply<\/a><\/p>\n

Enter the value for ‘Address1: City’<\/em> here it is ‘US’<\/em>\u00a0as below;\"Apply<\/a><\/p>\n

Then Check for the suggested options for the Account lookup. Only those accounts records will be available to select which have the city as ‘US’<\/em>.<\/p>\n

Hope this helps!<\/p>\n

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\nSharePoint Security Sync<\/a><\/strong> \u2013 Robust and secure solution to integrate Dynamics 365 CRM and SharePoint Security Sync thereby ensuring secure access to confidential documents stored in SharePoint.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: In this blog, we are going to see how to apply a custom filter to the lookup field using the JavaScript functions. Microsoft Dynamics CRM allows us to filter a lookup field on the form using the Fetch XML condition and \u201caddPreSearch()\u201c method. Example: On the Contact Entity, there is a lookup field named\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":10685,"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":[15,19,21,22,24,33],"tags":[446,529],"class_list":["post-1642","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-development","category-dynamics-crm","category-dynamics-crm-2013","category-dynamics-crm-2015","category-dynamics-crm-2016","category-javascript","tag-custom-filter-on-lookup-field","tag-dynamcis-crm-2015"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1642","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=1642"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1642\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/10685"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=1642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=1642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=1642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}