CRM 2013 SP1 - how to move from one list view to another with some filtration criteria RRS feed

  • Question

  • Hello everyone,

    How can I move the control from one list view to another with some filtration criteria. Like, if user is on contact entity's landing page (list view page) and on this page, on click of a custom ribbon button the control should be moved to the Account entity's landing page. If user has selected 3 contacts at first step then when control moves to Account's landing page it should filter the data only for the parent account(s) of selected 3 contacts.

    Can anyone please advise how to achieve it?

    Any help would be much appreciated.

    Thanks, <b>Ankit Shah</b> <hr> Inkey Solutions, India. <hr> Microsoft Certified Business Management Solutions Professionals <hr> http://ankit.inkeysolutions.com

    Thursday, October 15, 2015 1:53 PM

All replies

  • From what I understand of your requirement, it can be broken down into 2 parts:

    1. Identify the records selected in the first step. This is quite straightforward, using a SelectedControlSelectedItemIds CrmParameter - https://msdn.microsoft.com/en-us/library/gg309332.aspx
    2. Displaying filtered data. This may be harder. I don't think there's a supported way to programmatically select the records in a main grid, so you may need to create your own web resource, or use a report, to display the data

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Friday, October 16, 2015 9:12 AM