MS CRM 2011 provides us facility to create custom filtered lookup on the fly. So in this post I am going to explain how we can create a custom filtered lookup based on start and end date. Let say we have two entities Entity A and Entity B, having relationship N:1 (A:B) and entity A have two attributes start Date and End Date  and Entity B have a issuedate field. you can below code to create a custom filter lookup view at runtime to show only issuedate between Start Date and End Date.

function SetFilterLookuValues(StrtDate,EndDate) {

 

      //formate date

        StartDate = SDate.getFullYear();

        var M = (parseInt(SDate.getMonth()) + 1);

        StartDate = StartDate + “-” + (M < 10) ? ‘0’ + M : M;

        StartDate = StartDate + “-” + SDate.getDate();

 

        var EDate = new Date(EndDate);

        M = (parseInt(EDate.getMonth()) + 1);

        EndDate = EDate.getFullYear();

        EndDate = EndDate + “-” + (M < 10) ? ‘0’ + M : M;

        EndDate = EndDate + “-” + EDate.getDate();

 

var viewId = “{65EC9B45-EE81-4F89-BAF6-E8603FF8E1E4}”; //Give a unique GUID to view ID

var entityName = “EntityB”; //Name of the entity for lookup filter

var viewDisplayName = “Give View Name Here”;

//Write Fetchxml to fetch data

 

var fetchXml = “<fetch distinct=’true’ mapping=’logical’

output-format=’xml-platform’ version=’1.0′>” +

“<entity name=’EntityB >” + //change entity name here

“<attribute name=’EntityBid’/>” + //change with id attribute (key field)

“<attribute name=’name’/>” +

“<order descending=’false’ attribute=’name’/>” +

“<filter type=’and’>” +

//put filter condition here

“<condition attribute=’issuedate’ value='” + StartDate + “‘ operator=’ge’/>” +

“<condition attribute=’issuedate’ value='” + EndDate + “‘ operator=’le’/>” +

“</filter> </entity> </fetch>”;

//build grid layout for the custom view

var layoutXml = “<grid name=’resultset’ ” +

  “object=’1′ ” +

  “jump=’name’ ” +

  “select=’1′ ” +

  “icon=’1′ ” +

  “preview=’1′>” +

  “<row name=’result’ ” +

  “id=’EntityBid’>” + //id(key) attribute from entityB

 “<cell name=’name’ ” +

  “width=’300′ />” +

  “</row>” +

  “</grid>”;

 

 //add new view view

Xrm.Page.getControl(“LookupfieldName”).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);

    }

 

 

}