Discussion:
Block a Regarding Object
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BK
2010-07-14 19:51:16 UTC
Permalink
Is it possible to programmatically block Accounts and Contacts from
being selected as the regarding on the FAX entity?
AdamV
2010-07-15 18:09:26 UTC
Permalink
You can put a line in the onLoad event for the form such as:
crmForm.all.regardingobjectid.setAttribute("lookuptypes", "4,3,112");

This basically restricts the types available to the lookup, and in this
example would allow your faxes to be regarding Leads, Opportunities or
Cases (incidents).
The first number, 4 is for Leads, so that would be the default. the
order of the others is irrelevant, as soon as the user hits the dropdown
they get them in standard order (numerical by typecode, I think, but it
might be alphabetical).

Full list of typecode numbers here:
http://technet.microsoft.com/en-us/library/aa682922.aspx

You can't use this to ADD types to the built-in relationships, you can
only limit the built-in list to different entity types.

Hope this helps
Adam
Post by BK
Is it possible to programmatically block Accounts and Contacts from
being selected as the regarding on the FAX entity?
BK
2010-07-16 14:24:24 UTC
Permalink
Post by AdamV
crmForm.all.regardingobjectid.setAttribute("lookuptypes", "4,3,112");
This basically restricts the types available to the lookup, and in this
example would allow your faxes to be regarding Leads, Opportunities or
Cases (incidents).
The first number, 4 is for Leads, so that would be the default. the
order of the others is irrelevant, as soon as the user hits the dropdown
they get them in standard order (numerical by typecode, I think, but it
might be alphabetical).
Full list of typecode numbers here:http://technet.microsoft.com/en-us/library/aa682922.aspx
You can't use this to ADD types to the built-in relationships, you can
only limit the built-in list to different entity types.
Hope this helps
Adam
Post by BK
Is it possible to programmatically block Accounts and Contacts from
being selected as the regarding on the FAX entity?- Hide quoted text -
- Show quoted text -
That did the trick! Thanks!!
AdamV
2010-07-16 16:54:41 UTC
Permalink
You're very welcome
Adam
MCT, MBMSS:CRM
www.meteorit.co.uk/dynamics
Post by BK
Post by AdamV
crmForm.all.regardingobjectid.setAttribute("lookuptypes", "4,3,112");
This basically restricts the types available to the lookup, and in this
example would allow your faxes to be regarding Leads, Opportunities or
Cases (incidents).
The first number, 4 is for Leads, so that would be the default. the
order of the others is irrelevant, as soon as the user hits the dropdown
they get them in standard order (numerical by typecode, I think, but it
might be alphabetical).
Full list of typecode numbers here:http://technet.microsoft.com/en-us/library/aa682922.aspx
You can't use this to ADD types to the built-in relationships, you can
only limit the built-in list to different entity types.
Hope this helps
Adam
Post by BK
Is it possible to programmatically block Accounts and Contacts from
being selected as the regarding on the FAX entity?- Hide quoted text -
- Show quoted text -
That did the trick! Thanks!!
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