CRM 2015 – Javascript – Custom view on a lookup field




This is a recurring functionality that often a developer has to write and i will put in here as a reminder, change the view of a lookup field to meet some customer requirements, adding/removing columns or even add filters to a lookup field. Don’t remember by heart, but from one version of crm, porbably 3.0 to 4.0 or 4.0 to 2011, that changed. I took this from the Microsoft Developer Network webbsite.

var viewId = "{C7034F4F-6F92-4DD7-BD9D-9B9C1E996380}"; var viewDisplayName = "SDK Sample View"; var fetchXml = " "output-format='xml-platform' " + "mapping='logical'>" + "" + "" + "" + " "descending='false' />" + "" + " "operator='eq-userid' />" + " "operator='eq' " + "value='0' />" + " " + "" + "" + "" + " "alias='accountprimarycontactidcontactcontactid' " + "name='contact' " + "from='contactid' " + "to='primarycontactid' " + "link-type='outer' " + "visible='false'>" + "" + "" + "" + ""; var layoutXml = " "object='1' " + "jump='name' " + "select='1' " + "icon='1' " + "preview='1'>" + " "id='accountid'>" + " "width='300' />" + " "width='100' />" + " "width='100' />" + " "width='150' />" + " "width='150' " + "disableSorting='1' />" + "" + ""; Xrm.Page.getControl("parentaccountid").addCustomView(viewId, "account", viewDisplayName, fetchXml, layoutXml, true);

Sets the viewId, viewDisplayName, fetchXml, and layoutXml variables to pass as arguments so that a custom view is added as the default view to the control for theParent Account lookup field. Hope it helps.

#Javascript

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