Filtering contracts on opportunity RRS feed

  • Question

  • Hi,

    I have added one contact lookup field as Contact Person on opportunity.  But it display all the contacts of all the accounts on lookup.  I want to display the contacts of selected account only in the contact lookup.  Is there any way we can filter this lookup.

    I have selected related filtering but it does not work.

    Please find screen-shot for your reference and help to solve this issue.


    Sunday, September 13, 2015 1:31 PM

All replies

  • Monday, September 14, 2015 7:06 AM
  • // FUNCTION: setLookup


    setLookup() {


     var defaultViewId = Xrm.Page.getControl(


    // 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 + "' />"+












    // build Grid Layout


    varlayoutXml = "<grid name='resultset' "+


    "object='1' "+


    "jump='systemuserid' "+


    "select='1' "+


    "icon='1' "+




    "<row name='result' "+




    "<cell name='fullname' "+


    "width='200' />"+


    "<cell name='businessunitid' "+


    "width='250' />"+


    "<cell name='title' "+


    "width='250' />"+


    "<cell name='address1_telephone1' "+


    "width='250' />"+






    // add the Custom View to the indicated [lookupFieldName] Control


    "ymf_ownerpersonid").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);





    // no Account selected, reset Contact Lookup View to the default view such that all Contacts are displayed for selection





    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Tuesday, September 15, 2015 10:02 AM
  • Hi,

    Please help me,  to understand how Related Records filtering working.  I need to display in lookup only the contact of the account which I selected as potential customer. For example   John  contact of  account ABC,  Roshan  contact of  account ABC, Shan contact of account DEF.  I selected ABC as potential customer or account in opportunity.  I added a new lookup field as contacts in opportunity so I want to display only John and Roshan in contacts lookup.  No need to display all contacts.




    Tuesday, October 6, 2015 3:34 PM
  • Hello,

    This could be done without any coding. Recheck please following article - http://garethtuckercrm.com/2011/03/22/filtered-lookup-approaches-in-crm-2011/

    Dynamics CRM MVP
    My blog

    Tuesday, October 6, 2015 3:45 PM