Custom filter not working

• Question

• 

  

  0

  Sign in to vote

  I have a lookup to product on an opportunity. I want the product lookup to be filtered based on product type, once a type is chosen from a drop down on the opportunity form. I'm using .addCustomFilter and .addPreSearch, but it's not working. I've seen a few blogs that say to also use .preFilterSearch, but none of them say how to use it or what to do with it...they just say "use it". I can't find anything more on .preFilterSearch.

  Here is my code so far. The only alert that is displayed is the one that says "Calling filter".

  // function to call on change of Product Type
  function filterLookup() {
  	try {
  		
  		if (Xrm.Page.getControl("co_prodType" )!= null && Xrm.Page.getControl("co_prodType") != undefined) {
  			Xrm.Page.getControl("co_product").addPreSearch(function () {
  				alert("Calling filter"); // Displayed when creating new opportunity and clicking on lookup
  				// calling filter method
  				addCustomLookupFilter();
  			});		
  		}		
  	} catch (e) {
  		
  		throw new Error(e.Message);
  	}
  }
  
  function addCustomLookupFilter() {
  	alert("Here 1"); // Is not displayed
  	
  	try {
  		
  		var recordId = Xm.Page.data.entity.getId();
  		alert("recordId: " + recordId); // Is not displayed
  		
  		var prodType = Xrm.Page.getAttribute("co_prodType").getValue();
  		var prodTypeCodeToSearchFor;
  		switch(prodType) {
  			case 100000000: 			
  				prodTypeCodeToSearchFor = 1; 
  				break;
  			case 100000001:	
  				prodTypeCodeToSearchFor = 2; 
  				break;			
  			default:
  				prodTypeCodeToSearchFor = 1; 
  				break;
  		}
  		
  		if (prodType != null && prodType != undefined) {
  			// Prepare condition for the filter
  			fetchXML = "<filter type='and'><condition attribute='producttypecode' operator='eq' value='%" + prodTypeCodeToSearchFor + "%' /></filter>";			
  			// Apply filter to the lookup field
  			Xrm.Page.getControl("co_product").addCustomFilter(fetchXml);
  		}
  	}
  	catch (e) {	
  		throw new Error(e.Message);
  	}
  	
  }

  
  

  Monday, July 17, 2017 11:40 AM