{"id":582,"date":"2011-10-04T07:49:53","date_gmt":"2011-10-04T07:49:53","guid":{"rendered":"http:\/\/mahenderpal.wordpress.com\/?p=582"},"modified":"2011-10-04T07:49:53","modified_gmt":"2011-10-04T07:49:53","slug":"create-custom-filtered-lookup-to-filter-records-based-on-start-and-end-date-in-ms-crm-2011","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=582","title":{"rendered":"Create custom filtered lookup to filter records based on start and end date in ms crm 2011"},"content":{"rendered":"

MS CRM 2011 provides us facility to create\u00a0custom 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\u00a0 and Entity B have a issuedate field.\u00a0you can below code to\u00a0create a custom filter lookup view at runtime to show only issuedate between Start Date and End Date.<\/p>\n

function SetFilterLookuValues(StrtDate,EndDate) {<\/p>\n

 <\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/formate date<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 StartDate = SDate.getFullYear();<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var M = (parseInt(SDate.getMonth()) + 1);<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 StartDate = StartDate + “-” + (M < 10) ? ‘0’ + M : M;<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 StartDate = StartDate + “-” + SDate.getDate();<\/p>\n

 <\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var EDate = new Date(EndDate);<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 M = (parseInt(EDate.getMonth()) + 1);<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 EndDate = EDate.getFullYear();<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 EndDate = EndDate + “-” + (M < 10) ? ‘0’ + M : M;<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 EndDate = EndDate + “-” + EDate.getDate();<\/p>\n

 <\/p>\n

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

var entityName = “EntityB”; \/\/Name of the entity for lookup filter<\/p>\n

var viewDisplayName = “Give View Name Here”;<\/p>\n

\/\/Write Fetchxml to fetch data<\/p>\n

 <\/p>\n

var fetchXml = “<fetch distinct=’true’ mapping=’logical’<\/p>\n

output-format=’xml-platform’ version=’1.0′>” +<\/p>\n

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

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

“<attribute name=’name’\/>” +<\/p>\n

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

“<filter type=’and’>” +<\/p>\n

\/\/put filter condition here<\/p>\n

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

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

“<\/filter> <\/entity> <\/fetch>”;<\/p>\n

\/\/build grid layout for the custom view<\/p>\n

var layoutXml = “<grid name=’resultset’ ” +<\/p>\n

\u00a0 “object=’1′ ” +<\/p>\n

\u00a0 “jump=’name’ ” +<\/p>\n

\u00a0 “select=’1′ ” +<\/p>\n

\u00a0 “icon=’1′ ” +<\/p>\n

\u00a0 “preview=’1′>” +<\/p>\n

\u00a0 “<row name=’result’ ” +<\/p>\n

\u00a0 “id=\u2019EntityBid\u2019>” + \/\/id(key) attribute from entityB<\/p>\n

\u00a0“<cell name=’name’ ” +<\/p>\n

\u00a0 “width=’300′ \/>” +<\/p>\n

\u00a0 “<\/row>” +<\/p>\n

\u00a0 “<\/grid>”;<\/p>\n

 <\/p>\n

\u00a0\/\/add new view view<\/p>\n

Xrm.Page.getControl(“LookupfieldName”).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);<\/p>\n

\u00a0\u00a0\u00a0 }<\/p>\n

 <\/p>\n

 <\/p><\/blockquote>\n

}<\/p>\n","protected":false},"excerpt":{"rendered":"

MS CRM 2011 provides us facility to create\u00a0custom 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… Read more »<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/582"}],"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=582"}],"version-history":[{"count":0,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/582\/revisions"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}