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    Go easy on me.. it's my first post and new to CRM development.

    Can anyone help me or provide me with links to documentation that tells a newbie - how to create filters on custom entities? Ex: "Filter On" drop-down that you see on the account activities, history and oppurtunities sections. If it cannot be done, what are my options? I am essentially looking for a filter on the associated view and Stunnware supposedly has the right tool for this job, but we don't have any $ to purchase it at this time.

    I searched the forums but did not find anything? Any help would be greatly appreciated!
    Wednesday, December 30, 2009 9:05 AM

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    Hi
    check this thread for creating filters on the associated view. i believe thats what you are looking for.
    http://social.microsoft.com/Forums/en-US/crm/thread/7d741363-8e27-4324-9e9e-60cbe2767b60
    Wednesday, December 30, 2009 9:30 AM
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    You may want to embed an Advanced Find view with dynamically assembled query criteria.  You could possibly manage this with my solution.  Unfortunately, I don't really have a great tutorial on how to use it, yet.  I'd recommend looking at the first version, where I had originally included some sample code on how to use it.  If you're savvy with Javascript, and you know how to assemble QueryExpressions in C#, you should be able to figure out how to assemble a QueryExpression in SOAP and how to make that dynamic with input from other fields on the page in order to redisplay the AF view.  What I don't have in my code is a good way to load a new view over an existing one for the same IFrame (just haven't come around to it yet).  For this, and your project altogether, you may find Adi Katz' solution more palettable.

    Dave Berry
    Thursday, December 31, 2009 8:45 PM
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  • Question
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    Hi
    check this thread for creating filters on the associated view. i believe thats what you are looking for.
    http://social.microsoft.com/Forums/en-US/crm/thread/7d741363-8e27-4324-9e9e-60cbe2767b60
    Wednesday, December 30, 2009 9:30 AM
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    Thanks Muhammed. I read through the thread and it gets me half way through where I would like to be.

    To give some background into my issue.....

    I created two entities A, B; created 1-N relationships between these entities and was able to use the associated view to display records from entity B on the custom entity form A. So far so good, but now my end users would like the ability to filter and view only the data related to a particular quarter (Q1, Q2, Q3, etc...) and this is where I am stuck. If it was only one filter criteria I would have definitely taken the approach that you suggested but with multiple filtering criteria I am not sure how to go about.

    Yes, we can create an asp.net page and include that in the iframe but the .net native grid won't have the CRM functionality.

    Thursday, December 31, 2009 5:56 AM
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    You may want to embed an Advanced Find view with dynamically assembled query criteria.  You could possibly manage this with my solution.  Unfortunately, I don't really have a great tutorial on how to use it, yet.  I'd recommend looking at the first version, where I had originally included some sample code on how to use it.  If you're savvy with Javascript, and you know how to assemble QueryExpressions in C#, you should be able to figure out how to assemble a QueryExpression in SOAP and how to make that dynamic with input from other fields on the page in order to redisplay the AF view.  What I don't have in my code is a good way to load a new view over an existing one for the same IFrame (just haven't come around to it yet).  For this, and your project altogether, you may find Adi Katz' solution more palettable.

    Dave Berry
    Thursday, December 31, 2009 8:45 PM
    Moderator