Thursday, December 3, 2020

Filter Lookup based on Linked Entity MSCRM

 function AddCustomContactView(executionContext) {

            var formContext = executionContext.getFormContext();
            if(formContext.getAttribute("account").getValue()!=null)
            {
            var accountId = formContext.getAttribute("account").getValue()[0].id;
            var viewId = "34A611CD-8503-4DE0-8EB7-B16EEAB32EBF";
            var entity = "contact";
            var ViewDisplayName = "Contacts";
            var fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                "<entity name = 'contact' >" +
                "<attribute name='fullname' />" +
                "<attribute name='telephone1' />" +
                "<order attribute='fullname' descending='false' />" +
                "<link-entity name='account' from='accountid' to='parentcustomerid' link-type='inner' alias='ab'>" +
                "<filter type='and'><filter type='or'>" +
                "<condition attribute='accountid' operator='eq' uitype='account' value='" + accountId + "' />" +
                "<condition attribute='accountid' operator='under' uitype='account' value='" + accountId + "' />" +
                "</filter></filter></link-entity></entity></fetch >";
            var layout = "<grid name='resultset' jump='fullname' select='1' icon='1' preview='1'>" +
                "<row name = 'result' id = 'contactid' >" +
                "<cell name='fullname' width='300' />" +
                "<cell name='telephone1' width='125' />" +
                "<cell name='emailaddress1' width='150' />" +
                "</row></grid>";
 
            formContext.getControl("contact").addCustomView(viewId, entity, ViewDisplayName, fetchXML, layout, true);
 
        }
}

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