MS CRM 4.0 does not provide filtered lookup facility, but we have some couple of options that we can use to implement filtered lookup in ms crm 4.0 like
- Change lookupsingle.aspx page
http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx
2. Buy stunware filtered lookup tool
http://www.stunnware.com/default.aspx?area=products&group=fld4&subarea=fld4-download
3. Using JS Code
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
4. Writing plugin.
http://mscrmfilteredlookup.codeplex.com/
You can choose option that suite to your requirement. But I hope we will have this features available in MS CRM 5.0 🙂
Hello all,
I have a productid lookup in the qoutedetails entity which looks up the product table entity which is a custom entity.
And again I have a new_professionalsid which holds the names of all the name of all the Professionals in my table.
I want when I select the Product from the productid entity for it to display the the Product eg) Electrical Engineer.
The new_professionalsid should lookup a the Product that was chosen and create a filter based on the productid and only bring the names of the indivisuals whose Profession is Electrical Engineer.
The code:
OnChange() /* Which I placed in the productid onchange field.*/
FilterLookup(crmForm.all.productid, crmForm.all.new_professionalsid);
OnLoad() /* Is placed on the onlad form of the qoutedetail entity */
FilterLookup = function(source, target)
{
if (IsNull(source) || IsNull(target)) { return; }
var name = IsNull(source.DataValue) ? ” :
source.DataValue[0].name;
I dont know where I’m going wrong with my coding please assist
target.additionalparams = ‘search=’ + name;
Have you added find column in new_professionals lookup window ??
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