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CRM 2011 : Filtering Lookup According to the Picklist Value (No JavaScript)

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Hi everyone,

I have a new form to display Service Demand.And in this form I have one picklist to keep Status Type of Service Demand and populated as "New","In Progress","Assigned". After selecting one of these,another field named as Child Service Type (as lookup) must be populated according to Status Type of Service Demand.

As an example ;

in the lookup I have 4 data as ,

name                    status

--------------------------------------------

x                             new

y                             new

z                             asigned

k                             In progress

--------------------------------------------

If I select "new" from the picklist in the form,lookup must filled with x and y

if I select "assigned" from the picklist in the form,lookup must filled with z

and so on.

Thanks.

Thursday, March 17, 2011 8:17 AM

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sorry.. i misread it..

use related record filtering feature of CRM 2011

http://www2.briteglobal.com/en/blogs/Lists/Posts/Post.aspx?ID=13
- Proposed as answer by Yatin Babaria Thursday, March 17, 2011 10:04 AM
- Marked as answer by Hüseyin Tülkay Thursday, March 17, 2011 10:25 AM
Thursday, March 17, 2011 10:03 AM

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Use this filtered lookup plugin

http://mscrmfilteredlookup.codeplex.com/
- Proposed as answer by Yatin Babaria Thursday, March 17, 2011 8:33 AM
Thursday, March 17, 2011 8:33 AM
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Any kind of other tools and Java Script are not allowed.By using view or CRM properties I have to make this.There is an examle but couldnt usefull for me. http://www.powerobjects.com/blog/2011/02/17/microsoft-dynamics-crm-2011-%E2%80%93-filtered-lookups/

(I am beginner for the CRM)

Thursday, March 17, 2011 9:25 AM
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sorry.. i misread it..

use related record filtering feature of CRM 2011

http://www2.briteglobal.com/en/blogs/Lists/Posts/Post.aspx?ID=13
- Proposed as answer by Yatin Babaria Thursday, March 17, 2011 10:04 AM
- Marked as answer by Hüseyin Tülkay Thursday, March 17, 2011 10:25 AM
Thursday, March 17, 2011 10:03 AM
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Thanks a lot Yatin. Very helpfull.

Thursday, March 17, 2011 10:25 AM
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Question, how do you get the entity to show up in the related records filtering selection?

I have created two lookups and added them to an account. However when I try to filter the one according to the other, neither shows up in the list.

Thanks!

Thursday, April 21, 2011 8:01 PM
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Question, how do you get the entity to show up in the related records filtering selection?

I have created two lookups and added them to an account. However when I try to filter the one according to the other, neither shows up in the list.

Thanks!

You have to create a relation each them. etc 1:N

A relation for 1:N for Account-Lookup1

A relation for 1:N for Account-Lookup2

A relation for 1:N for Lookup1-Lookup2

And filter Lookup2 by Lookup1

Friday, May 13, 2011 8:39 PM
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This is not right, its for CRM4 whilst requrement is for CRM2011

Thursday, May 31, 2012 10:38 AM
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I think the requirement is for filtering from Picklist and your example is filtering from Lookups. I think you would need some javascripts involved and use 'addCustomView' set for the lookup as explained here: http://sliong.wordpress.com/2012/04/18/crm-2011-filtered-lookup-using-javascript/

Thursday, May 31, 2012 10:41 AM

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CRM 2011 : Filtering Lookup According to the Picklist Value (No JavaScript)

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