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AnswerMS CRM 4.0 Filter look up

  • Wednesday, May 14, 2008 5:22 AMSoumya Sasi Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Hi,

     

    I am using an unsupported customization to filter a look up field ( using Java script and adding some code to the lookupsingle page).

     

    when i do this the search field is made invisible.

    Now i have a requirement like i want to filter the look up. then the user should be able to search in the filtered data as in usual look up views.

    If this is possible please let me know.

     

    Regards,

    soumya.

     

     

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  • Wednesday, May 14, 2008 6:37 AMThuta Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    var url = "../../_controls/lookup/lookupsingle.aspx?class=null&objecttypes=10109&browse=0";

     

    You better change browse parameter into value 0

     
  • Wednesday, May 14, 2008 7:27 AMSoumya Sasi Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Thanks for the reply

     

    when i make browse to 0 search is visble.

    but again search will be done against all available records and my previous filtering will have no effect.

     

    I want the the users to search again  with in the filtered set of records. Is there any way?

     

    Regards

    soumya 

     

     
  • Wednesday, May 14, 2008 2:51 PMImran [MVP-MS CRM]MVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    Dear see this

     

    http://ronaldlemmen.blogspot.com/2006/12/filter-data-in-crm-lookup-field.html

     

    http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx

     

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     
  • Tuesday, September 23, 2008 7:17 AMurix Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Sorry, I can't understand this step. How can I change the "url"? in Javascript? Can you explain it better? thank you!!
     
  • Friday, October 03, 2008 1:50 PMCRM2008 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Imran, thanks!

    I managed to use the example of george on the primary contact.

     

    However, I cannot operate the code on a third entity that holds two other lookups:

    Suppose I have two lookups ( or even one ) which are custom and they are on the 'Case' entity.

    The first custom entity has a parent 'Account' (and not 'case'). I tried to change the code so it fits to this

    situation but it does not work.

    I am trying to have this two custom entities on the 'case' to be "Master/Details":

    The user chooses the account of the case, then the product (filtered to be only of those of the account),

    then the part (custom) of the product (only  of those of the given product).

    It seems that due to the fact that this two lookups are located in a different entity of their parent, it would not

    work.

    Any idea will be greatly appreciated....

    Thanks a lot.

     

     

     
  • Thursday, December 11, 2008 4:47 PMEstebanpb Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    Hello, I have the same problem when filter the lookup using a fetch xml.

    The search field is invisible.

     

    How do you solve this?

     

    Regards.

     

    Esteban.