locked
FIlter Regarding field RRS feed

  • Question

  • Hi,I have custom activity with field regarding.

    I want to limit the lookup field to only show my two custom entities.

    So instead of showing all the entities when i click on Regarding:

    Accounts

    Cases

    Contacts

    Custom Entity 1

    Custom Entity 2

    etc. I want to be able to choose ONLY from Custom Entity 1 and Custom Entity 2.
    Is there a way to do this?

    Monday, November 18, 2013 2:36 PM

All replies

  • Hi,
    there is no supported way to filter the regarding (it is possible using unsupported customization, but the code to make it works depends on which rollup you are)

    a supported way is to check the entityType inside the OnChange event after the record is selected, so if the record doesn't belong to your custom entities, you can clear the value and prompt a message to the user (for example "You need to select only records fro Custom Entity 1 or Custom Entity 2")


    My blog: www.crmanswers.net - Rockstar 365 Profile

    Monday, November 18, 2013 3:35 PM
  • Thank you for your response. The issue is that my client doesn't want any additional messages or alerts. 

    Monday, November 18, 2013 6:04 PM
  • In CRM 2013, this is supported using the PreSearch event.  You can find details about it in the SDK.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, November 18, 2013 6:32 PM