Wednesday, November 22, 2017

Custom Filtering on partylist lookup's MS CRM 2016 & MS CRM 365

Most of us might have come across with business scenario where a system or custom activity  partylist fields like "to","bcc","regardingobjectid"etc need to defaulted to some particular entity. 

In such cases make use of the setLookupTypes method to filter only mentioned entities.

Example 1:
Consider i would like to filter my regardingobjectid field to list only "contact" and "account" entity records.

JavaScript Code:

var regarding = Xrm.Page.getAttribute(“regardingobjectid”); regarding.setLookupTypes(["account","contact"]);

Example 2:
Consider i would like to filter my regardingobjectid field to list only "contact" entity records.

JavaScript Code:

var regarding = Xrm.Page.getAttribute(“regardingobjectid”); regarding.setLookupTypes(["contact"]);

Similarly we can make use of the method to System and custom activity partylist fields.

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