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MS CRM 2013 Lookup View Filter

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Hi,

I have a lookup called CP in Lead entity.

I filtered this lookup by Account Entity, whose account code is CP. for this i created view in account entity.

Now, my problem starts from here, when i click on lookup(CP) it shows all the values and when i click on "Look up more Records" then it shows the filtered view records.

I want directly it shows the filtered view records.

So, is there any way that i can directly show the filtered view records rather then all records.

Please help

Thanks

Friday, December 20, 2013 11:03 AM

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Hi

try this like I am sure it will help you.

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/09/30/crm-2013-javascript-lookup-filtering-using-addcustomfilter.aspx

Friday, December 20, 2013 12:25 PM
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Hi,

Thanks for response.

But i do not want to do this by javascript.

Reason: In mscrm 2011 i have done this by set filter view and upgrade to mscrm 2013.

In crm2013 due to inline lookup, by default it shows all the records. when i click on "Look up more records"

then it shows the filtered records.

I want to show the filtered records without clicking "look up more records".

Friday, December 20, 2013 12:36 PM
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Hi,

Does setting your custom account view as default view in the CP field works ?

http://www.powerobjects.com/wp-content/uploads/2013/09/092413_1932_MicrosoftDy6.png

Regards,

Shraddha Dhingra

http://blogs.msdn.com/b/shraddha_dhingra/

Friday, December 20, 2013 3:34 PM
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Hi,

Yes it is working.

But by default it shows all records in lookup, when i click on 'look up more records' then only it shows filtered records.

Saturday, December 21, 2013 4:47 AM
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Hi ,

Visit this, I will really help you and it is supported customization.

http://crmjavascripts.blogspot.in/2014/04/how-filter-lookup-in-crm-2013.html

Thanks

jsh

Monday, April 21, 2014 7:15 AM
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check this link you get

http://lakshmanindian.wordpress.com/2012/05/22/filtered-lookup-in-crm-2011/
ms crm

Monday, April 21, 2014 2:02 PM
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If I understood it correctly on Lead entity you CP lookup is for field Customer (composite lookup for Account and Contact).

If you are using Customer Lookup as CP on lead entity, then this lookup will honor only Default Lookup filter set up for Account entity. That means when user click on CP lookup they will be shown values based on Default Lookup View on Account entity. And when they click on show more, it will open Lookup form defaulting to lookup view.

So my suggestion is alter default lookup view on Account entity to get desire results.

hth

MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta) | CRM2011 N:N Entity View (Beta) | CRM 2011 Global Quick Search (Beta)

Friday, April 25, 2014 6:50 PM

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MS CRM 2013 Lookup View Filter

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