search filter on lookup field in ms crm

1
votes

I have two entities: First I have 'contact' entity which contains both individuals and employees of company. I also have entity type 'account' which represents companies in my crm system.

I want to add filter to my customer search that contains:

  1. contact entity that equals customertypecode=1 (individuals but not company employee)
  2. All accounts

This is working only for contacts individual's:

var fetchXml = "<filter><condition attribute='customertypecode' operator='eq' value='1' /></filter>";
Xrm.Page.getControl("customerlookupfield").addCustomFilter(fetchXml);

But I also want it to show companies (account entity), could you help?

1
javascriptdynamics-crm

1 Answers

1
votes

Instead have 2 filters & add it to respective custom filter. Hence search result will be filtered.

var contactFilter = "<filter type='and'><condition attribute='customertypecode' operator='eq' value='1' /></filter>";
var accountFilter = "<filter type='and'><condition attribute='accountid' operator='not-null' /></filter>";

Xrm.Page.getControl("customerlookupfield").addCustomFilter(contactFilter, "contact");
Xrm.Page.getControl("customerlookupfield").addCustomFilter(accountFilter, "account");

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