Asked by:
case entity customer lookup

Question
-
Hi All,
In case entity we are having Customer lookup
Customer lookup is multi entity selection 1.account 2.contact
I need to set this default as contact?
but by default it is showing account
how can i set default as contact?
Rammohan
Tuesday, July 8, 2014 11:14 AM
All replies
-
Hi,
Use the following script:
setTimeout(function() { document.getElementById("customerid_i").setAttribute("defaulttype", "2"); }, 1000);
Admin QuikView Solution for CRM 2013
- Edited by Anupam Bishui Tuesday, July 8, 2014 11:20 AM
Tuesday, July 8, 2014 11:19 AM -
I have to write this script in on page load?
Rammohan
Tuesday, July 8, 2014 11:39 AM -
Hi
i have called the setTimeout() in Onformload
it's not working.. can you please suggest me on this
Rammohan
Tuesday, July 8, 2014 12:04 PM -
Hi Dyna,
I have tried with ur function it's not working
setTimeout(function() {
document.getElementById("customerid").setAttribute("defaulttype", "1");
}, 1000);function onFormLoad()
{
document.getElementById("customerid").setAttribute("lookuptypes", "1");
document.getElementById("customerid").setAttribute("defaulttype", "1");
}can you pls sugget it?
Rammohan
Tuesday, July 8, 2014 12:14 PM -
Hi,
It will be like:
function OnLoad() { setTimeout(function() { document.getElementById("customerid_i").setAttribute("defaulttype", "2"); }, 1000); }
Have this function on Page OnLoad. Also, please change the "customerid" to the actual field name if it differs.Tuesday, July 8, 2014 7:26 PM -
Hi Dyna,
I have tried the same but it's not working.
In case entity we are having customerid as OOB control ..
can you please try same for ur Instance.. am using CRM online
function OnLoad()
{
setTimeout(function() {
document.getElementById("customerid").setAttribute("defaulttype", "2");
}, 1000);
}Rammohan
Wednesday, July 9, 2014 4:13 AM -
Hi Rammohan,
Try with this, the Default View Id was missing in the code:
function OnLoad() { setTimeout(function() { document.getElementById("customerid_i").setAttribute("defaulttype", "2"); document.getElementById("customerid_i").setAttribute("DefaultViewId", "{A2D479C5-53E3-4C69-ADDD-802327E67A0D}"); }, 1000); }
Verify once that the Contact Lookup View Id is A2D479C5-53E3-4C69-ADDD-802327E67A0D
Admin QuikView Solution for CRM 2013
- Edited by Anupam Bishui Wednesday, July 9, 2014 5:50 AM
Wednesday, July 9, 2014 5:48 AM -
Hope this is what you are looking for
document.getElementById("customerid").setAttribute("defaulttype", "2"); Xrm.Page.getControl("customerid").setDefaultView("a2d479c5-53e3-4c69-addd-802327e67a0d");
Good luck...!
Sreeni
Sreeni Pavalla
Wednesday, July 9, 2014 6:02 AM -
Hi sreeni,
how i will get the defualt view id..
my application online application..
I tried the same code but it's not working
document.getElementById("customerid").setAttribute("defaulttype", "2");
Xrm.Page.getControl("customerid").setDefaultView("a2d479c5-53e3-4c69-addd-802327e67a0d");i think vew id is the problem.. can you please guide me on this..
Rammohan
Wednesday, July 9, 2014 6:12 AM -
Mohan,
CRM 2011:
The quickest way I have found to get this from CRM is to go into the account form or the form you want the guid from.
Then press F11, this will maximise the screen. It also shows the url bar at the top. You can then
The guid is the bit after ID and up to the %26
id%3d%257b92EB0D0E-B22E-E011-9645-00155D106B02%257d%26
the b%3d%257 is the first curly bracket { and the %257d%26 is the closing curly bracket, take those out and you are left with the guid
92EB0D0E-B22E-E011-9645-00155D106B02
CRM 2013:
Are you aware of Developer tools in IE? If not press F12, It is easy to find it.
This article has more info
http://crmbusiness.wordpress.com/2014/01/15/crm-2013-quick-way-to-get-the-guid-on-a-form/
Thank you,
Sreeni Pavalla
- Edited by Sreenivasulu Pavalla CRM Wednesday, July 9, 2014 6:32 AM
Wednesday, July 9, 2014 6:28 AM -
Hi Sreeni,
i tried the same but it's not working
it showing default account view only
function OnFormLoad()
{
document.getElementById("customerid").setAttribute("defaulttype", "2");
Xrm.Page.getControl("customerid").setDefaultView("A9AF0AB8-861D-4CFA-92A5-C6281FED7FAB");
}Rammohan
Wednesday, July 9, 2014 6:32 AM -
Did you get the GUID?
if not this is how you can get.
The quickest way I have found to get this from CRM is to go into the account form or the form you want the guid from.
Then press F11, this will maximise the screen. It also shows the url bar at the top. You can then
The guid is the bit after ID and up to the %26
id%3d%257b92EB0D0E-B22E-E011-9645-00155D106B02%257d%26
the b%3d%257 is the first curly bracket { and the %257d%26 is the closing curly bracket, take those out and you are left with the guid
92EB0D0E-B22E-E011-9645-00155D106B02
Thanks,
Sreeni Pavalla
Wednesday, July 9, 2014 6:34 AM -
Hi Rammohan,
Did you try using my code? It is tested and works for CRM Online. By the way, the Contact Lookup View Id is the same for all organizations since it comes out of the box.
Admin QuikView Solution for CRM 2013
- Edited by Anupam Bishui Wednesday, July 9, 2014 6:37 AM
Wednesday, July 9, 2014 6:36 AM -
Hi Sreeni,
I tried ur code but it's not working for me..
function OnFormLoad()
{
document.getElementById("customerid").setAttribute("defaulttype", "2");
Xrm.Page.getControl("customerid").setDefaultView("92EB0D0E-B22E-E011-9645-00155D106B02");
}Rammohan
Wednesday, July 9, 2014 8:02 AM -
Hi,
The Id is A2D479C5-53E3-4C69-ADDD-802327E67A0D
function OnLoad() { setTimeout(function() { document.getElementById("customerid_i").setAttribute("defaulttype", "2"); document.getElementById("customerid_i").setAttribute("DefaultViewId", "{A2D479C5-53E3-4C69-ADDD-802327E67A0D}"); }, 1000); }
Wednesday, July 9, 2014 8:29 AM