Entities like opportunity, case, order and invoice comes out of the box with a customer look that allows users to select between accounts and contacts. It is a very common request from customers to allow users to select only accounts or contacts. In CRM 2011 days, we used to set the defaultlookuptype to 1 for account and 2 for contact but this logic does not work with CRM 2013. With introduction of new client side scripting methods, we can use addPreSearch method to achieve this. In this example, I have called addEventHandler method on load of case form so customer lookup will only show accounts.
function addEventHandler()
{
Xrm.Page.getControl("parentcustomerid").addPreSearch(addFilter);
}
function addFilter()
{
var account_filter ="<filter type='and'>" +
"<condition attribute='contactid' operator='null' />" +
"</filter>";
Xrm.Page.getControl("parentcustomerid").addCustomFilter(account_filter, "contact");
}
You will see that the filter I used is contactid = null, this is only possible for accounts as contacts will always have their primary key populated.
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If I understand your example code, it prevents Contacts from appearing as opposed to allowing Accounts. In the case of a Customer lookup field, the result is the same, but what about for a Regarding field? If you only want to see accounts in a regarding field, following your code we would have to exclude every other entity type within CRM.
Rather than use “”, how about using “” ?
Hi, thanks for the example. Should I create a custom JS Library on CRM and add this as a function and then later call the function addEventHandler on the ONLOAD event of the form?
Hi ashishkhanna,
I’m trying to do the same as you said.
I only want to show Accounts in “customerid” lookup field in Case Quick create form.
However, when I click the lookup, there is no results and lookup field keep thinking.
This is my code
function addEventHandler() {
Xrm.Page.getControl(“customerid”).addPreSearch(Infoavan.Incident.addFilter());
},
function addFilter() {
var account_filter = “” +
“” +
“”;
Xrm.Page.getControl(“customerid”).addCustomFilter(account_filter, “contact”);
},
Best Regards. Thanks