Showing posts with label Lookup filter in CRM. Show all posts
Showing posts with label Lookup filter in CRM. Show all posts

Monday, September 19, 2016

Filter lookup based on another lookup - Microsoft Dynamics CRM

Based on one lookup:

Right click on field and go to change properties.
Select the checkbox and select the drop down in "Related Records Filtering" Section





Based on two lookup:

Call the function onchange of second lookup and onload of form.

It will add filter for third lookup.

Lookup1: ccs_category
Lookup2:ccs_casetype
Lookup3:ccs_subtype

Javascript Function:

function filterSubtype() {
    // add the event handler for PreSearch Event
    Xrm.Page.getControl("subtype").addPreSearch(subtype_addFilter);
}

function subtype_addFilter() {
   //find contact contains this @example.com
var categoryId = Xrm.Page.getAttribute("category").getValue() != null ? Xrm.Page.getAttribute("category").getValue()[0].id : null;
   var caseTypeId = Xrm.Page.getAttribute("casetype").getValue() != null ? Xrm.Page.getAttribute("casetype").getValue()[0].id : null;  

    //create a filter xml
   var filter = "<filter type='and'><condition attribute='category' operator='eq' value='" + categoryId + "' /><condition attribute='casetype' operator='eq' value='" + caseTypeId + "' /></filter>";

    //add filter
    Xrm.Page.getControl("subtype").addCustomFilter(filter);
}