{"id":512,"date":"2011-08-01T07:23:27","date_gmt":"2011-08-01T07:23:27","guid":{"rendered":"http:\/\/mahenderpal.wordpress.com\/?p=512"},"modified":"2011-08-01T07:23:27","modified_gmt":"2011-08-01T07:23:27","slug":"step-by-step-related-record-filtering-in-ms-crm-2011","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=512","title":{"rendered":"Step By Step Related Record Filtering in MS CRM 2011"},"content":{"rendered":"<p>As we know MSCRM 2011 provides OOB related lookup filtering feature. Let\u2019s take an example I have two lookup in opportunity form, Customer (Account) and Contact. and I want to filter primary contact lookup based on Account selected. I want to only show only those contacts where Parent Account is selected account.<\/p>\n<p>I have created two accounts Test1 ,Test2 and created three contact where two contacts related to Test1 and one contact<br \/>\nrelated to Test 2.<\/p>\n<p><strong>Before Filtering Setting<\/strong><\/p>\n<p><strong><a href=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/looups.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-medium wp-image-515\" title=\"looups\" src=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/looups.png?w=300\" alt=\"\" width=\"300\" height=\"16\" \/><\/a><\/strong><\/p>\n<p>I have selected Test1 account and when I will clickon Contact I will get below lookup window<\/p>\n<p><a href=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/contactlookup.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-medium wp-image-513\" title=\"contactlookup\" src=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/contactlookup.png?w=300\" alt=\"\" width=\"300\" height=\"142\" \/><\/a><\/p>\n<p>You can see here I can see all contact which is related to Test1 as well as Test2. So let\u2019s set filter criteria<\/p>\n<ol>\n<li>Select Customize Tab and select Form.<\/li>\n<li>Double Click on contact lookup.<\/li>\n<li>Set Related Record Filtering like below<\/li>\n<\/ol>\n<p><a href=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/customtype.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-medium wp-image-514\" title=\"CustomType\" src=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/customtype.png?w=300\" alt=\"\" width=\"300\" height=\"93\" \/><\/a><\/p>\n<p>4. Save and publish your changes.<\/p>\n<p>Next time when you will select contact lookup you will only get related contacts like below<\/p>\n<p><strong>After Filtering Setting<\/strong><\/p>\n<p><a href=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/parentlookup.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter\" title=\"parentlookup\" src=\"http:\/\/mahenderpal.files.wordpress.com\/2011\/08\/parentlookup.png?w=300\" alt=\"\" width=\"300\" height=\"20\" \/><\/a><\/p>\n<p>Enjoy !!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As we know MSCRM 2011 provides OOB related lookup filtering feature. Let\u2019s take an example I have two lookup in opportunity form, Customer (Account) and Contact. and I want to filter primary contact lookup based on Account selected. I want to only show only those contacts where Parent Account is selected account. I have created two accounts Test1 ,Test2 and&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=512\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5,19],"tags":[],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/512"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=512"}],"version-history":[{"count":0,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/512\/revisions"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=512"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=512"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=512"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}