CRM 2011 Custom Filtered Lookup

Sometimes the filtered lookup functionality provided by CRM 2011 doesn't fit your requirement. However Microsoft provides a function for us to add our own custom view for the lookup field.

Example: In a 'Case' form we have customer field. I use this field only for 'Contacts', and I have created a relationship to the 'Account' so that we can see both on the form. I want the Accounts to only show Contacts that have 'Connections To' and vice versa (Only show Contacts that have 'Connections From' if I specified the Account first). If nothing is specified then I want both to show just Active Contacts/Accounts.



The script:

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//////////////////////////////
///Account Filtered Lookup ///
//////////////////////////////
function setAccountLookup(contactFieldName, lookupFieldName, resetSelection) {
    var defaultViewId = "00000000-0000-0000-00AA-000010001002";
 
    // Get the selected Contact Id in the [accountFieldName] indicated control
    var contact = Xrm.Page.getAttribute(contactFieldName).getValue();
 
    if (contact != null) {
        var contactId = contact[0].id;
        var contactName = contact[0].name;
 
        if (resetSelection == true) {
            resetAccountSelection(lookupFieldName);
        }
 
        // use randomly generated GUID Id for our new view
        var viewId = "{1DFB2B35-B07C-44D1-868D-258DEEAB88E2}";
        var entityName = "account";
 
        // give the custom view a name
        var viewDisplayName = "Active Accounts for " + contactName + "";
 
        // find all accounts where [Primary Contact Id] = [Contact indicated by ContactId]
        // AND where [Statecode] = Active
        var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                     "<entity name='account'>" +
                     "<attribute name='name' />" +
                     "<attribute name='accountnumber' />" +
                     "<attribute name='address1_city' />" +
                     "<attribute name='telephone1' />" +
                     "<attribute name='emailaddress1' />" +
                     "<attribute name='accountid' />" +
                     "<order attribute='accountnumber' descending='false' />" +
                     "<filter type='and'>" +
                     "<condition attribute='statecode' operator='eq' value='0' />" +
                     "</filter>" +
                     "<link-entity name='connection' alias='aa' to='accountid' from='record2id'>" +
                     "<filter type='and'>" +
                     "<condition attribute='record1id' operator='eq' value='" + contactId + "' />" +
                     "</filter>" +
                     "</link-entity>" +
                     "</entity>" +
                     "</fetch>";
 
        // build Grid Layout
        var layoutXml = "<grid name='resultset' " +
                               "object='1' " +
                               "jump='accountid' " +
                               "select='1' " +
                               "icon='1' " +
                               "preview='1'>" +
                           "<row name='result' " +
                                "id='accountid'>" +
                             "<cell name='name' " +
                                   "width='200' />" +
                             "<cell name='accountnumber' " +
                                   "width='200' />" +
                             "<cell name='address1_city' " +
                                   "width='200' />" +
                             "<cell name='telephone1' " +
                                   "width='200' />" +
                             "<cell name='emailaddress1' " +
                                   "width='200' />" +
                           "</row>" +
                         "</grid>";
 
        // add the Custom View to the indicated [lookupFieldName] Control
        Xrm.Page.getControl(lookupFieldName).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
    }
    else {
        // no Contact selected, reset Account Lookup View to the default view such that all Accounts are displayed for selection
        if (resetSelection == true) {
            resetAccountSelection(lookupFieldName);
        }
        Xrm.Page.getControl(lookupFieldName).setDefaultView(defaultViewId);
    }
}
 
function resetAccountSelection(lookupFieldName) {
    // reset old selection for Account
    Xrm.Page.getAttribute(lookupFieldName).setValue(null);
    Xrm.Page.getAttribute("new_accountnumber").setValue(null);
}
 
//////////////////////////////
///Contact Filtered Lookup ///
//////////////////////////////
function setContactLookup(accountFieldName, lookupFieldName, resetSelection) {
    var defaultViewId = "00000000-0000-0000-00AA-000010001004";
 
    // Get the selected Contact Id in the [accountFieldName] indicated control
    var account = Xrm.Page.getAttribute(accountFieldName).getValue();
 
    if (account != null) {
        var accountId = account[0].id;
        var accountName = account[0].name;
 
        if (resetSelection == true) {
            resetContactSelection(lookupFieldName);
        }
 
        // use randomly generated GUID Id for our new view
        var viewId = "{1DFB2B35-B07C-44D1-868D-258DEEAB88E3}";
        var entityName = "contact";
 
        // give the custom view a name
        var viewDisplayName = "Active Contacts for " + accountName + "";
 
        // find all accounts where [Primary Contact Id] = [Contact indicated by ContactId]
        // AND where [Statecode] = Active
        var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                     "<entity name='contact'>" +
                     "<attribute name='fullname' />" +
                     "<attribute name='telephone1' />" +
                     "<attribute name='contactid' />" +
                     "<attribute name='address1_line1' />" +
                     "<attribute name='address1_city' />" +
                     "<attribute name='address1_postalcode' />" +
                     "<attribute name='address1_stateorprovince' />" +
                     "<attribute name='emailaddress1' />" +
                     "<order attribute='fullname' descending='false' />" +
                     "<filter type='and'>" +
                     "<condition attribute='statecode' operator='eq' value='0' />" +
                     "</filter>" +
                     "<link-entity name='connection' alias='aa' to='contactid' from='record1id'>" +
                     "<filter type='and'>" +
                     "<condition attribute='record2id' operator='eq' value='" + accountId + "' />" +
                     "</filter>" +
                     "</link-entity>" +
                     "</entity>" +
                     "</fetch>";
 
        // build Grid Layout
        var layoutXml = "<grid name='resultset' " +
                               "object='1' " +
                               "jump='contactid' " +
                               "select='1' " +
                               "icon='1' " +
                               "preview='1'>" +
                           "<row name='result' " +
                                "id='contactid'>" +
                             "<cell name='fullname' " +
                                   "width='200' />" +
                             "<cell name='telephone1' " +
                                   "width='200' />" +
                             "<cell name='address1_line1' " +
                                   "width='200' />" +
                             "<cell name='address1_city' " +
                                   "width='200' />" +
                             "<cell name='address1_postalcode' " +
                                   "width='200' />" +
                             "<cell name='address1_stateorprovince' " +
                                   "width='200' />" +
                             "<cell name='emailaddress1' " +
                                   "width='200' />" +
                           "</row>" +
                         "</grid>";
 
        // add the Custom View to the indicated [lookupFieldName] Control
        Xrm.Page.getControl(lookupFieldName).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
    }
    else {
        // no Contact selected, reset Account Lookup View to the default view such that all Accounts are displayed for selection
        if (resetSelection == true) {
            resetContactSelection(lookupFieldName);
        }
        Xrm.Page.getControl(lookupFieldName).setDefaultView(defaultViewId);
    }
}
 
function resetContactSelection(lookupFieldName) {
    // reset old selection for Account
    Xrm.Page.getAttribute(lookupFieldName).setValue(null);
}


Then you can use it like this:
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function Form_onload() {
    setAccountLookup("customerid", "new_accountid", false);
}
 
function Contact_onchange() {
    setAccountLookup("customerid", "new_accountid", false);
    setContactLookup("new_accountid", "customerid", false);
}
 
function Account_onchange() {
    retrieveAccountNumber("new_accountnumber", "new_accountid");
    setContactLookup("new_accountid", "customerid", false);
    setAccountLookup("customerid", "new_accountid", false);
}


However there is still a major limitation of FetchXML that you cannot use UNION clause (or something similar). So If you want to show the primarycontact/parentcustomer along with the connections, you're out of luck as you can only do one of them.

Hope this helps,
Andreas

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