tag:blogger.com,1999:blog-14479009.post116662287883084075..comments2023-11-24T12:30:17.358+01:00Comments on Ronald Lemmen - CRM, C# and Cme: Filter data in a CRM lookup fieldRonald Lemmenhttp://www.blogger.com/profile/11930631598114156863noreply@blogger.comBlogger61125tag:blogger.com,1999:blog-14479009.post-33498196224694414642011-05-11T13:10:24.119+02:002011-05-11T13:10:24.119+02:00I forgot to mention that you need to change the se...I forgot to mention that you need to change the security setting to disable XSS Filter.<br /><br />And your problem solvedHélder Oliveiranoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-46383414284040217982011-05-11T12:34:08.491+02:002011-05-11T12:34:08.491+02:00Hi Adi,you report this problem
"The problem i...Hi Adi,you report this problem<br />"The problem is this: When i click the New button in order to quick create a contact that is not in that filtered view, the quick create windows pops up, but i get this message: "An error has occured. For more informations contac your system administrator". I really can't figure out what's the problem only from that message. I have no Hélder Oliveiranoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-57108179548638519642010-04-23T17:59:23.675+02:002010-04-23T17:59:23.675+02:00Hello Ronald,
I am trying to add a 'OR' g...Hello Ronald,<br /><br />I am trying to add a 'OR' grouping between the two conditions below.<br />The conditions are related to attributes from 2 entities 'product' and 'group'<br />where new_group is a custom entity that has a 1:N relationship with product.<br /><br />fetch mapping="logical"<br /> entity name="product"<br /> attribute name="Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-17275879169915988972010-04-23T17:55:46.560+02:002010-04-23T17:55:46.560+02:00Hello Ronald,
I am trying to add a 'OR' g...Hello Ronald,<br /><br />I am trying to add a 'OR' grouping between the two conditions below.<br />The conditions are related to attributes from 2 entities 'product' and 'group'<br />where new_group is a custom entity that has a 1:N relationship with product.<br /><br />-- --<br /><br />I have tried , but it doesn't work.<br /><br />Any ideas?<br /><br />Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-61470107541730594952010-03-10T07:01:34.080+01:002010-03-10T07:01:34.080+01:00Thanks a lot Ronald for the not-null condition, ba...Thanks a lot Ronald for the not-null condition, basically i am sharepoint guy and new to CRM so the filter helped me a lot.Anonymoushttps://www.blogger.com/profile/06670915468182049981noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-23349506543398293362010-01-11T10:07:15.914+01:002010-01-11T10:07:15.914+01:00Hi Ronald
When we click on filtered lookup we don...Hi Ronald<br /><br />When we click on filtered lookup we dont get "Look For" and "Find" options in Lookup Browse window.<br />is there any way to accomplish it.<br /><br />I want this for CRM 3.0CRM Usernoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-4426171779464537772009-07-06T08:58:18.534+02:002009-07-06T08:58:18.534+02:00To be honest, I think the subject tree is not very...To be honest, I think the subject tree is not very useful. I would look into creating a custom entity and using that instead of the out of the box subject.Ronald Lemmenhttps://www.blogger.com/profile/11930631598114156863noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-91657118381919028042009-07-05T09:02:05.903+02:002009-07-05T09:02:05.903+02:00Hi ronald, we are looking for everywhere on intern...Hi ronald, we are looking for everywhere on internet to find a solution for filtered subject tree. This is a real problem for most cases of us. we need to select 2 lookups subject and subsubject. thats why we need to filter subsubject field according to the subject field. I know its not really the aim of this topic but i like your approach for the filtered view. Thats why i want to ask for if Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-34662553444606859342008-10-06T11:02:00.000+02:002008-10-06T11:02:00.000+02:00Hi CRMuser,I have not tried that before. Unfortuna...Hi CRMuser,<BR/><BR/>I have not tried that before. Unfortunately I'm not having enough spare time to dig into that. If you do find that out, I'm interested in the solution :)<BR/><BR/>RonaldRonald Lemmenhttps://www.blogger.com/profile/11930631598114156863noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-20043023197150550822008-10-06T09:59:00.000+02:002008-10-06T09:59:00.000+02:00It's great. :)But I've a problem,how can I set fil...It's great. :)<BR/>But I've a problem,how can I set filter to the Subject lookup? (I need to show only one node of the tree,for example.)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-52183077165076907382008-09-19T22:10:00.000+02:002008-09-19T22:10:00.000+02:00abipeter - What are you using for your FilterExpre...abipeter - <BR/><BR/>What are you using for your FilterExpression within the Lookup? Those look like 4.0 querystring parameters, are you able to get this working with 4.0?<BR/><BR/>ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-71039814540201579872008-08-07T12:21:00.000+02:002008-08-07T12:21:00.000+02:00Every thing worked except New Button.This is the R...Every thing worked except New Button.<BR/><BR/>This is the Request URL: <BR/><BR/>http://crmserver/PITS/_controls/lookup/lookupsingle.aspx?class=BasicCustomer&objecttypes=1,2&browse=1&search= 'fetch mapping='logical'' 'entity name='account'' 'attribute name='accountnumber' ' 'attribute name='name' ' 'filter' 'abipeterhttps://www.blogger.com/profile/04091056832395067365noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-35317006172015796972008-07-01T17:08:00.000+02:002008-07-01T17:08:00.000+02:00I am really enjoying this site, thanks. I haven't...I am really enjoying this site, thanks. I haven't written any extensive code since my PL/1 days, so that should let you know where I'm coming from. That being said, I'm really enjoying customizing MSCRM 3.0. I have done some relatively extensive changes to the quote module, and I've got one piece that I've almost got a handle on and this is so close, but I can't quite make it work. I want to rblasch470https://www.blogger.com/profile/07117185792776485941noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-25670472935732436552008-07-01T16:45:00.000+02:002008-07-01T16:45:00.000+02:00Great, well done and thanks for sharing ...Great, well done and thanks for sharing ...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-20286166529344634102008-06-10T16:08:00.000+02:002008-06-10T16:08:00.000+02:00u can do this by a WebService.u can do this by a WebService.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-7515901995579855912008-04-23T23:46:00.000+02:002008-04-23T23:46:00.000+02:00Hi Ronald. I love your site. Learned a lot from he...Hi Ronald. I love your site. Learned a lot from here. However, my boss expects more :) <BR/>We are working in CRM 4.0 now. There are two lookup fields in Case Form - Customer (based on Accounts) and Preferred Engineer (based on Users) I need "to tie together". <BR/>There is Preferred Engineer field in Account Form as well. We are choosing Preferred Engineer in Account form manually, before Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-40608285436224671392008-03-04T11:25:00.000+01:002008-03-04T11:25:00.000+01:00Hi Susan,For now the only solution is to use the S...Hi Susan,<BR/><BR/>For now the only solution is to use the Stunnware solution. I think the chances are small to get it working with just a javascript...<BR/><BR/>Kind regards,<BR/><BR/>RonaldRonald Lemmenhttps://www.blogger.com/profile/11930631598114156863noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-40495722732101233242008-03-04T11:20:00.000+01:002008-03-04T11:20:00.000+01:00Hi Ronald,The filtered lookup code did wonders for...Hi Ronald,<BR/><BR/>The filtered lookup code did wonders for me in CRM 3.0.<BR/>Recently I upgraded my system to CRM 4.0 & the code works no longer now.<BR/>I am really frustrated.<BR/>I have a workaround to use the Stunnware filtered lookup but I really do not want to use that....<BR/><BR/>Would really anticipate to know if you could suggest some javascript to get the filtered lookup working in Swati Shahhttps://www.blogger.com/profile/08257042029190993344noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-901887623162266862008-02-01T00:33:00.000+01:002008-02-01T00:33:00.000+01:00Hi Ronald, your site is fantastic. I was wondering...Hi Ronald, your site is fantastic. I was wondering if you have been able to get this technique to work in Titan. I tried it and it breaks. <BR/><BR/>Thanks heaps.<BR/>RobRobhttps://www.blogger.com/profile/03594123093414010414noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-87333997048618428442007-10-27T06:25:00.000+02:002007-10-27T06:25:00.000+02:00Hi All,I would like to filter the parentaccount lo...Hi All,<BR/>I would like to filter the parentaccount lookup of the account entity against a picklist attribute.<BR/>Say the picklist is 'accountlocation' and it contains values 'brazil','spain','italy'.<BR/>Now only accounts having accountlocation = 'brazil' will be shown in the parentaccount lookup.<BR/><BR/>Any ideas??Unknownhttps://www.blogger.com/profile/07206724270120338477noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-56364792270436548062007-10-22T05:05:00.000+02:002007-10-22T05:05:00.000+02:00Ronald -- what do you suggest that customers do fo...Ronald -- what do you suggest that customers do for any unsupported customizations during an upgrade to Titan? <BR/>We had a number of non supported customizations during our 1.2 upgrade and learned a valuable lesson! we ended up paying for a CRM - CRM Datamigration due to the fact that we had tweaked CRM beyond the scope of an upgrade. The upgrade to Titan is the same -- any unsupported Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14479009.post-4855453608358572652007-10-17T06:12:00.000+02:002007-10-17T06:12:00.000+02:00Hi Ronald,Thanks for your post.It really does wond...Hi Ronald,<BR/><BR/>Thanks for your post.<BR/>It really does wonders....<BR/>Just hope that Titan has some of this stuff in its new version.<BR/><BR/>Hey could you just help me out in my problem.it is some what related to lookup.<BR/><BR/>I have a custom form in CRM.<BR/>It has two lookup fields, one contact and one for account.<BR/><BR/>I need to populate the account field with the Swati Shahhttps://www.blogger.com/profile/08257042029190993344noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-90823964579029329482007-10-15T09:39:00.000+02:002007-10-15T09:39:00.000+02:00Hi RonaldYour Posts are always helpful.Thanks for ...Hi Ronald<BR/>Your Posts are always helpful.<BR/>Thanks for them.<BR/>I am looking for one enhancement in lookup filter functionality, actually when we click on filtered lookup we dont get "Look For" and "Find" options in Lookup Browse window.<BR/>Is there any workaround to get it.Anonymoushttps://www.blogger.com/profile/13534131076470585506noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-81752852663993014442007-10-08T23:56:00.000+02:002007-10-08T23:56:00.000+02:00This is an awesome piece of code that should have ...This is an awesome piece of code that should have been incorporated and supported into since the release of CRM 1.0, in my opinion. However, this apparently does not work at all in Titan, so we will back to square 1 again.Nick Doelmanhttps://www.blogger.com/profile/13871825794604494144noreply@blogger.comtag:blogger.com,1999:blog-14479009.post-43328186981398563742007-09-04T10:00:00.000+02:002007-09-04T10:00:00.000+02:00Hi Pablo,As you can see in the posting made before...Hi Pablo,<BR/><BR/>As you can see in the posting made before yours, the solution is to include the id attribute in the fetch query. One of my colleagues had the same problem and was solved by adding <attribute name="new_entityid">Ronald Lemmenhttps://www.blogger.com/profile/11930631598114156863noreply@blogger.com