// FUNCTION: setLookup
function
setLookup() {
var defaultViewId = Xrm.Page.getControl(
"ymf_ownerpersonid").getDefaultView();
// Get the selected Account Id in the [accountFieldName] indicated control
varteam = Xrm.Page.getAttribute("ymf_owningteamid").getValue();
if(team !=
null) {
varteamid = team[0].id;
varteamname = team[0].name;
// use randomly generated GUID Id for our new view
varviewId =
"{ad886ecf-d3e9-44f8-b9dd-3164d5d8b40d}";
varentityName =
"systemuser";
// give the custom view a name
varviewDisplayName =
"Active Users for "+
teamname + "";
// find all contacts where [Parent Customer] = [Account indicated by AccountId]
// AND where [Statecode] = Active
varfetchXml =
"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+
"<entity name='systemuser'>"+
"<attribute name='fullname' />"+
"<attribute name='businessunitid' />"+
"<attribute name='title' />"+
"<attribute name='address1_telephone1' />"+
"<attribute name='systemuserid' />"+
"<order attribute='fullname' descending='false' />"+
"<link-entity name='teammembership' from='systemuserid' to='systemuserid'>"+
"<link-entity name='team' from='teamid' to='teamid'>"+
"<attribute name='name' />"+
"<filter type='and'>"+
"<condition attribute='teamid' operator='eq' value='"+
teamid + "' />"+
"</filter>"+
"</link-entity>"+
"</link-entity>"+
"</entity>"+
"</fetch>";
// build Grid Layout
varlayoutXml =
"<grid name='resultset' "+
"object='1' "+
"jump='systemuserid' "+
"select='1' "+
"icon='1' "+
"preview='1'>"+
"<row name='result' "+
"id='systemuserid'>"+
"<cell name='fullname' "+
"width='200' />"+
"<cell name='businessunitid' "+
"width='250' />"+
"<cell name='title' "+
"width='250' />"+
"<cell name='address1_telephone1' "+
"width='250' />"+
"</row>"+
"</grid>";
// add the Custom View to the indicated [lookupFieldName] Control
Xrm.Page.getControl(
"ymf_ownerpersonid").addCustomView(viewId,
entityName, viewDisplayName, fetchXml, layoutXml, true);
}
else{
// no Account selected, reset Contact Lookup View to the default view such that all Contacts are displayed for selection
Xrm.Page.getControl(
"ymf_ownerpersonid").setDefaultView(defaultViewId);
}
}
Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"
Filtering contracts on opportunity
