welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How to do a filter lookup on entity with 1:N relation in CRM 2011?

By xrmlabs webmaster on 10/25/2012

Hi Guys,

It is a pleasant surprise to start using CRM 2011, if you are coming from from MS CRM 4.0 where you have to write a lot of code to get the filtered lookup working. Now CRM 2011 provides filtered lookups out of box. I was really excited after using them so though of sharing them with all of you. Follow the steps below to get filtering on the lookup

We will start with an example where we suppose that we have to filter contact lookup for a particular account (If you are familiar with MS CRM then you will be knowing about the famous parent Customer(Account)
lookup on the contact form), we are going to filter all the Primary contact lookup to only fetch those contacts who have parent account set to a particular account

step1-Go to the "Account" form, open the form customization (you can find this in the top right corner of the account form). Once the form customization is open find the Primary contact lookup field and open it by double clicking.

step 2-Go to the "Related record" filtering section of the field property (the "Primary contact lookup dialogue you just opened). Here you will find a drop down which has the following label "Show only related records. Select Contact(Parent Customer (Accounts)) and select current record. 

step 3- If you like you can also select different view from the view selector property once done click ok on the dialogs.

After this save the form customization and and publish the customization. Now if you reopen the account form you will see that the "Primary contact" has been filtered and now only shows the contact who work for this account. 

Hope this helps

Blog Calendar
Blog Calendar List
2022 Jun  4  2
2022 May  3  2
2022 Apr  4  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  10  1
2021 Aug  32  5
2021 Jul  34  4
2021 Jun  305  5
2021 May  24  3
2021 Apr  517  3
2021 Mar  50  5
2021 Feb  728  7
2021 Jan  730  9
2020 Dec  219  7
2020 Sep  55  3
2020 Aug  309  3
2020 Jul  87  1
2020 Jun  55  3
2020 Apr  32  3
2020 Mar  11  2
2020 Feb  25  5
2020 Jan  31  7
2019 Dec  16  4
2019 Nov  12  1
2019 Jan  33  3
2018 Dec  38  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  748  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  68  2
2017 Sep  573  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  58  2
2017 May  21  1
2017 Apr  34  2
2017 Mar  120  4
2017 Feb  565  4
2016 Dec  190  3
2016 Nov  508  8
2016 Oct  269  10
2016 Sep  405  6
2016 Aug  39  1
2016 Jun  1817  6
2016 May  106  3
2016 Jan  71  2
2015 Dec  403  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1413  6
2015 Aug  14  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5308  4
2014 Dec  17  1
2014 Nov  2244  4
2014 Oct  67  1
2014 Sep  106  2
2014 Aug  5077  1
2014 Jul  48  2
2014 Apr  2508  12
2014 Mar  299  19
2014 Feb  241  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  681  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  212  1
2013 Apr  56  6
2013 Mar  2108  10
2013 Feb  323  4
2013 Jan  281  2
2012 Nov  53  2
2012 Oct  486  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote