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Filter in Assign button CRM 2011

답변됨 Filter in Assign button CRM 2011

  • 2012년 8월 2일 목요일 오후 2:15
     
     
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    Hi all,

    I'm trying to apply a filter to the Assign window when I select Assign to another user or team.

    This window shows when I press the lookup for the Owner field, not declared like lookup.

    Any one could help me?

    Thanks!

    Js


    • 편집됨 Gresziu_Dub 2012년 8월 2일 목요일 오후 3:36
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  • 2012년 8월 3일 금요일 오후 1:12
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    You cannot modify this dialog or change the out of the box functionality for assigning a record. You could potentially look at alternatives like a process dialog or web resource that allows a user to perform the action and have a filtered list of users as you require.

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  • 2012년 8월 3일 금요일 오후 3:06
     
     
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    Thanks Rhett,

    do you think I could do somethin similar to this?

    http://sumedha8.blogspot.ie/2012/05/filtered-lookup-in-crm-2011-dynamic.html

    Js

     
  • 2012년 8월 3일 금요일 오후 3:17
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    Not if you intend on using the Owner Lookup field to assign records. You would have to add a new System User Lookup to the form and apply the filter to that. Once you set this you could then perform the action of assigning programatically or via workflow upon saving the form for example. There are a number of ways to implement a new feature like this, it sjust depends on how your users will accept it.

    If you are just trying to prevent users from assigned to the wrong team or group of users then you could create a pre stage plugin against the assign message, validate the assign is valid and handle it this way. If you want to filter the list of users in the lookup then you will need an alternative like I've already mentioned.

    Don't forget there is also an Assign button in the Ribbon... If you create your own feature then you will need to remove this button.

    MS CRM Bing'd - http://bingsoft.wordpress.com
    Dynamics XRM Tools CRM 4 to CRM 2011 JavaScript Converter Tool
    CRM 2011 OData Query Designer
    CRM 2011 Metadata Browser
    		CRM Forum Guidance

     
  • 2012년 8월 8일 수요일 오전 10:30
     
     
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    Thanks Rhett, 

    I finally leave it like is now, with normal behavior.

    Thanks for your time!

    Js