locked
Set Default Lookup Type for Customer Lookup in MS CRM 2013 RRS feed

  • Question

  • Hi,

    I know there is a workaround for setting a lookup type as Contact for CRM 2011. However this doesn't work for CRM 2013.

    Has anyone succeeded in finding a workaround for this scenario in CRM 2013. I need to set up default lookup type as Contact in Customer lookup and also similar requirement to set default lookup type as Contact for Email 'to' field

    Thanks in Advance,

    Ravi

    Thursday, May 8, 2014 6:23 AM

All replies

  • Hi,

    i am afraid that this is the best solution for your requirement in crm 2013 link

    Cheers
    Jan

    Thursday, May 8, 2014 7:53 AM
  • This code will help you do this for the customerid field. (Only in CRM 2013)

    setTimeout(function() {

    var imgButton = $('#customerid_i'); imgButton.attr('defaulttype', '2'); //changes default advanced find entity type to contact imgButton.attr('lookuptypes', '2,1'); //changes recent items to contacts

    }, 1000);

    The same can be done for any lookup field simply by appending _i to its field name.

    The reason for the setTimeout is that the customerid_i element is an img element that's added dynamically to the DOM. So it might not be in the DOM on the Form onLoad.

    Regards,




    • Edited by mukunku1 Tuesday, May 13, 2014 8:47 AM
    • Proposed as answer by Mohd Saad Thursday, September 25, 2014 7:20 AM
    Tuesday, May 13, 2014 7:31 AM
  • Hi,

    Did you check this.



    Thursday, May 15, 2014 12:59 AM
    Moderator
  • Hello,

    I came across with the same issue in CRM 2016.

    1) I would like to set the the default search entity as Contacts.

    2) I dont want to apply any filter as users can select contacts or accounts in the customer field.

    I took the FetchXML and LayoutXML of my preferred view for Contact e.g., "My Active Contacts" and bound it using addCustomView

    var viewId = null, entityName = null, viewDisplayName = null, fetchXml = null, layoutXml = null, isDefault = null, fetchXml2 = null;
        viewId = "A2D479C5-53E3-4C69-ADDD-802327E67A0D";
        entityName = "contact";
        viewDisplayName = "My Active Contacts";
        fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='contact'><attribute name='fullname'/><attribute name='parentcustomerid'/><attribute name='telephone1'/><attribute name='emailaddress1'/><attribute name='contactid'/><attribute name='fax'/><attribute name='address1_name'/><attribute name='address1_fax'/><attribute name='ssc_kundmyndighetorganisationid'/><order attribute='fullname' descending='false'/><filter type='and'><condition attribute='statecode' operator='eq' value='0'/></filter></entity></fetch>";
    
        // Grid layout specification
        layoutXml = "<grid name='resultset' object='2' jump='fullname' select='1' preview='0' icon='1'><row name='result' id='contactid'><cell name='fullname' width='300' /><cell name='ssc_kundmyndighetorganisationid' width='200' /><cell name='emailaddress1' width='200' /><cell name='parentcustomerid' width='150' /><cell name='telephone1' width='125' /><cell name='fax' ishidden='1' width='100' /><cell name='address1_name' ishidden='1' width='100' /><cell name='address1_fax' ishidden='1' width='100' /></row></grid>";
        isDefault = true;
        Xrm.Page.getControl("customerid").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault);


    Software Engineer

    Friday, May 27, 2016 9:51 AM