hi all , I am using crm 2016 and trying to filter lookup based on another field. In this custom form there is a lookup field for Quote and lookup field for service rentals (call new_servicechargeid) I am reading customerid from Quote lookup value. then filter service charge lookup to list service rentals link to quote customer only , here is my code . that does not filter anything though :( any help would be great
function filterServiceCharges() {
if (Xrm.Page.getControl("new_relatedquoteid") != null && Xrm.Page.getControl("new_relatedquoteid") != undefined) {
Xrm.Page.getControl("new_servicechargeid").addPreSearch(function () {
addServiceChargeLookupFilter();
});
}
}
function addServiceChargeLookupFilter() {
var functionName = "addServiceChargeLookupFilter";
try {
var quotelookup = Xrm.Page.getAttribute("new_relatedquoteid").getValue();
if (quotelookup != null) {
var quoteid = quotelookup[0].id;
SDK.REST.retrieveRecord(
quoteid,
"Quote",
"CustomerId", null,
function (quote) {
var customerlookup = quote.CustomerId;
if (customerlookup != null && customerlookup != undefined) {
var customerid = customerlookup.Id;
if (customerid != null && customerid != '' && customerid != undefined) {
fetchXml = "<filter type='and'><condition attribute='us_sc_accountid' operator='eq' value='" + customerid + "'/></filter>";
Xrm.Page.getControl("new_servicechargeid").addCustomFilter(fetchXml);
}
}
},
errorHandler
);
}
} catch (e) {
throw new Error(e.message);
}
}