Per
Thu May 29 20:21:01 CDT 2008
I do it this way (thanks to some other posts somewhere) - and absolutely
unsupported:
Fix to CRMWeb\_controls\lookup\lookupsingle.aspx on server:
After:
<%@ Register ...
add:
<%-- pgn start 2008-05-01: to enable filtered lookup --%>
<script runat="server">
protected override void OnLoad(EventArgs e)
{
base.OnLoad(e);
crmGrid.PreRender += new EventHandler(crmGrid_PreRender);
}
void crmGrid_PreRender(object sender, EventArgs e)
{
if( Request["search"] + "" != "" && Request["browse"] + "" == "1" )
{
crmGrid.AddParameter("fetchxml", Request["search"] );
crmGrid.Parameters.Remove("searchvalue");
}
}
</script>
<%--pgn end 2008-05-01 --%>
...<script language="javascript">
In form OnLoad event:
// Create lookup of only contacts associated with account
// Note: requires modification to CRMWeb\_controls\lookup\lookupsingle.aspx
setContactLookups = function()
{
if( crmForm.all.hdm_accountid.DataValue != null )
{
var entityForList = "contact";
var attribForFilter = "parentcustomerid" ;
var idToFetch = crmForm.all.hdm_accountid.DataValue[0].id+ "" ;
var fetchStr = "<fetch mapping='logical'>" +
" <entity name='" + entityForList + "'>" +
" <all-attributes />" +
" <filter>" +
" <condition attribute='" + attribForFilter
+ "' operator='eq' value='"+ idToFetch + "' />" +
" </filter>" +
" </entity>" +
"</fetch> ";
crmForm.all.hdm_contactid.lookupbrowse = 1;
crmForm.all.hdm_contactid.additionalparams = "search=" + fetchStr;
crmForm.all.hdm_contactid.setAttribute("readonly", false);
}
else
{
//accountid is null
crmForm.all.hdm_contactid.setAttribute("readonly", true);
}
}
setContactLookups();I do it this way:
--
Best regards,
Per
"4crm4" wrote:
> Hi all,
> I have several custom entities that enable the user to assign to the form
> one of the contacts of the account related firm. However, when the user want
> to select
> one of the contact persons (let's say there are five contact persons in that
> company) he is directed to a lookup of *ALL* the contacts in the CRM.
> Those custom entites are 1(Account) to many (some custom entity).
> It seems that the custom entity doesn't know the contacts of the Account firm
> which is related to. How do I confine the lookup to only subset of contacts
> that
> are relevant to the particular company?