Filtered Lookup in MS CRM 4.0


MS CRM 4.0 does not provide filtered lookup facility, but we have some couple of options that we can use to implement filtered lookup in ms crm 4.0 like

  1. Change lookupsingle.aspx page

                 http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx

      2. Buy stunware filtered lookup tool

             http://www.stunnware.com/default.aspx?area=products&group=fld4&subarea=fld4-download

       3. Using JS Code

                 http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html

        4. Writing plugin.

                 http://mscrmfilteredlookup.codeplex.com/

You can choose option that suite to your requirement. But I hope we will have this features available in MS CRM 5.0 🙂

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6 Comments

Filed under MS CRM 4.0

6 responses to “Filtered Lookup in MS CRM 4.0

  1. Thabiso Motloung

    Hello all,

    I have a productid lookup in the qoutedetails entity which looks up the product table entity which is a custom entity.

    And again I have a new_professionalsid which holds the names of all the name of all the Professionals in my table.

    I want when I select the Product from the productid entity for it to display the the Product eg) Electrical Engineer.

    The new_professionalsid should lookup a the Product that was chosen and create a filter based on the productid and only bring the names of the indivisuals whose Profession is Electrical Engineer.

    The code:

    OnChange() /* Which I placed in the productid onchange field.*/

    FilterLookup(crmForm.all.productid, crmForm.all.new_professionalsid);

    OnLoad() /* Is placed on the onlad form of the qoutedetail entity */

    FilterLookup = function(source, target)
    {
    if (IsNull(source) || IsNull(target)) { return; }

    var name = IsNull(source.DataValue) ? ” :
    source.DataValue[0].name;

    I dont know where I’m going wrong with my coding please assist

    target.additionalparams = ‘search=’ + name;

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