Discussion:
Filtered Lookups - crm 4.0
(too old to reply)
~Jij
2010-04-29 15:28:01 UTC
Permalink
Hi,
I wanted to filter values in one lookup (Lkup2 ) based on the selection made
in another lookup (Lkup1)
Is there a way I can achieve this without
1 - going for any paid products or
2 - modifying the CRMWeb\_controls\lookup\lookupsingle.aspx page

Thank you very much
Sixty4
2010-05-01 19:54:31 UTC
Permalink
Check this out, it has it
http://www.microsoft.com/downloads/details.aspx?familyid=634508DC-1762-40D6-B745-B3BDE05D7012&displaylang=en
AdamV
2010-05-04 14:35:16 UTC
Permalink
Have a look here:
http://www.eggheadcafe.com/software/aspnet/35418198/how-to-restrick-a-lookup.aspx
this thread was about filtering the lookup of "primary contact" to
contacts with the current Account as their parent, but the principle can
be applied to all sorts of things.
1) make sure your lookup view includes the field you want to filter
(search) on
2) pass a value for that field as the search parameter to the second lookup

(as an aside, the demo tools have a means to create dependent picklists,
not lookups)
Post by ~Jij
Hi,
I wanted to filter values in one lookup (Lkup2 ) based on the selection made
in another lookup (Lkup1)
Is there a way I can achieve this without
1 - going for any paid products or
2 - modifying the CRMWeb\_controls\lookup\lookupsingle.aspx page
Thank you very much
~Jij
2010-05-05 13:05:01 UTC
Permalink
Adam, Mayank,
I can successfully filter records with the approaches that you have
provided. But, when I try to hide the 'search' box on the lookup form using
an additional line of code -
crmForm.all.2ndlookupfield.lookupbrowse = 1;
all filtering effect goes off and I see the entire list of records.

I have to 'hide' the search option from the LookUp form, as otherwise, users
can still type in to search for other records.
Any workaround?


Thanks
Post by AdamV
http://www.eggheadcafe.com/software/aspnet/35418198/how-to-restrick-a-lookup.aspx
this thread was about filtering the lookup of "primary contact" to
contacts with the current Account as their parent, but the principle can
be applied to all sorts of things.
1) make sure your lookup view includes the field you want to filter
(search) on
2) pass a value for that field as the search parameter to the second lookup
(as an aside, the demo tools have a means to create dependent picklists,
not lookups)
Post by ~Jij
Hi,
I wanted to filter values in one lookup (Lkup2 ) based on the selection made
in another lookup (Lkup1)
Is there a way I can achieve this without
1 - going for any paid products or
2 - modifying the CRMWeb\_controls\lookup\lookupsingle.aspx page
Thank you very much
.
Moti M.
2010-05-19 21:13:01 UTC
Permalink
http://mscrmfilteredlookup.codeplex.com/
Post by ~Jij
Adam, Mayank,
I can successfully filter records with the approaches that you have
provided. But, when I try to hide the 'search' box on the lookup form using
an additional line of code -
crmForm.all.2ndlookupfield.lookupbrowse = 1;
all filtering effect goes off and I see the entire list of records.
I have to 'hide' the search option from the LookUp form, as otherwise, users
can still type in to search for other records.
Any workaround?
Thanks
Post by AdamV
http://www.eggheadcafe.com/software/aspnet/35418198/how-to-restrick-a-lookup.aspx
this thread was about filtering the lookup of "primary contact" to
contacts with the current Account as their parent, but the principle can
be applied to all sorts of things.
1) make sure your lookup view includes the field you want to filter
(search) on
2) pass a value for that field as the search parameter to the second lookup
(as an aside, the demo tools have a means to create dependent picklists,
not lookups)
Post by ~Jij
Hi,
I wanted to filter values in one lookup (Lkup2 ) based on the selection made
in another lookup (Lkup1)
Is there a way I can achieve this without
1 - going for any paid products or
2 - modifying the CRMWeb\_controls\lookup\lookupsingle.aspx page
Thank you very much
.
MayankP
2010-05-04 15:28:22 UTC
Permalink
check out this link
http://mayankp.wordpress.com/2010/05/02/filtering-lookup-data-in-crm-4-0/
--
Regards,
MayankP
My Blog : http://mayankp.wordpress.com
Post by ~Jij
Hi,
I wanted to filter values in one lookup (Lkup2 ) based on the selection made
in another lookup (Lkup1)
Is there a way I can achieve this without
1 - going for any paid products or
2 - modifying the CRMWeb\_controls\lookup\lookupsingle.aspx page
Thank you very much
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