Change default view for PartyList type field.

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  Hi John,

  Here is the Script to filter the types in the Party list field.

  //To restrict the types in party list

  document.getElementById("to").setAttribute("lookuptypes", "2");

  //to set the default type
  document.getElementById("to").setAttribute("defaulttype", "2");

  Thanks and Regards

  Ramu

  http://www.osmosys.asia

  http://osmosee.wordpress.com

   

  • Proposed as answer by Janu_m Thursday, June 2, 2011 7:25 PM
  • Marked as answer by DavidJennawayMVP, Moderator Friday, August 19, 2011 4:33 PM

  Thursday, June 2, 2011 7:25 PM
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  Hi Ramu,

  I was working on the same thing in 2011 and have a small issue. I am replacing the entities in the to field with several custom entities. It all works OK, just that when the values are returned to the lookup control, the do not display the correct icons of the custom entities. See code below:

  var to = document.getElementById("to");  
  
  
  to.setAttribute("lookuptypes", "2," + etc_list + "," + etc_committee); 
  
  
  to.setAttribute("lookuptypeicons", "/_imgs/ico_16_2.gif,/CRM2011/WebResources/xrm_icolist16,/CRM2011/WebResources/xrm_icocom16"); 
  
  
  to.setAttribute("defaulttype", etc_list);

  Any suggestions?

  Thanks.

  
  

  • Edited by Aric Levin Monday, October 3, 2011 9:17 PM

  Monday, October 3, 2011 9:14 PM
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  Ramu -

  the code works brilliantly except for when a person decides to change from the new default lookup (say Contacts) to another lookup (Companies) then back to the original (Contacts). Then there is an error of "This object does't support this property or method". Here is my modified version (I am using parameters so I an use in in more than one place on the form):

  function SetPartyList(thisField, thisItem) {
      document.getElementById(thisField).setAttribute("defaulttype", thisItem);
      }
  

  
  Any ideas of what I need to do or where I am screwing up? Do I need to set an OnChange to the field?

  Thanks!
  Joy

  Friday, January 27, 2012 2:16 PM
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  Even i am facing the same problem similar to the one mentioned it the above thread in MSCRM 2011,  Does anyone has solution, please help us.

  Wednesday, February 22, 2012 12:03 PM
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  Hi Ramu,Joy

  Below code worked for me, while setting default to contact and user in the partylist lookup for "to" attribute in email activity.

  not getting the error  "This object does't support this property or method" 

  crmForm.all.to.setAttribute(“lookuptypes”, “2,8″); //show contact and user
  crmForm.all.to.setAttribute(“lookuptypeIcons”, “/_imgs/ico_16_2.gif :/_imgs/ico_16_8.gif”);//set the icons
  crmForm.all.to.setAttribute(“defaulttype”, “2″);
  Xrm.Page.getControl(“to”).setDefaultView(“00000000-0000-0000-00AA-000010001003″); //GUId for  default contact View 

  Regards

  Surendra

  
  

  • Proposed as answer by Surendra Iyer Monday, February 27, 2012 1:49 PM
  • Edited by Surendra Iyer Monday, February 27, 2012 2:02 PM

  Monday, February 27, 2012 1:48 PM
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  To what form are you adding the javascript? I want to default phone calls to the Contact lookup so I added the web resource to the Phone Call entity form OnLoad event. Unfortunately, the recipient lookup window keeps defaulting to Accounts

  function setLookupContact()
  {
  document.getElementById("to").setAttribute("defaulttype","2");
  Xrm.Page.getControl("to").setDefaultView("A2D479C5-53E3-4C69-ADDD-802327E67A0D");
  }

  
  

  Monday, June 3, 2013 6:42 PM
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  Hi; 

  The code works for CRM 2011, but not works for CRM 2013, anyway make it works for CRM 2013

  Thanks!

  Monday, December 30, 2013 3:02 PM