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Add multiple Custom views in Party Lookup (Regarding) RRS feed

  • Question

  • I have set up the Regarding lookup (in Email entity) to show only Incidents and a custom entity, called Problem.

    I can set up through JavaScript a custom view (filtered) only for one of these entities, but not for both.

    How can I have multiple custom views for this lookup?

    document.getElementById("regardingobjectid").setAttribute("defaulttype", "112");
    document.getElementById("regardingobjectid").setAttribute("lookuptypenames", "Incident:112:Case,aux_problem:10036:Problem");
    document.getElementById("regardingobjectid").setAttribute("lookuptypes", "112,10036");
    document.getElementById("regardingobjectid").setAttribute("lookuptypeIcons", "/_imgs/ico_18_112.gif:../WebResources/aux_problem_icon_16");
    
    setCasesView("aux_account", "regardingobjectid", false);

     I call here to setProblemsView, the same as setCasesView but not setting it as default (with the false at the end)

    Xrm.Page.getControl(lookupFieldName).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, false);

    But is not applying my filtered view when I choose problems Problems

    function setCasesView(entityFieldName, lookupFieldName, resetSelection) {
    
        // use randomly generated GUID Id for the view
        var viewId = "{xxxxxxxx-xxxx-0000-9FB6-58E69E4C81AA}";
    
        var entityName = "incident";
    
        // give the custom view a name
        var viewDisplayName = "Cases in Account: " + accname + "";
    
        // find all cases where account is the account selected
        var fetchXml = ...
        var layoutXml = ...
    
        Xrm.Page.getControl(lookupFieldName).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
        document.getElementById(lookupFieldName).setAttribute("disableViewPicker", "1");
    }
    Thursday, September 26, 2013 8:25 AM