The mysterious CRM Lookup (III)

5. Let's have a look another common used filtered lookup example: I want the regarding field is set to open cases.

a. CRM 3.0

/* set the regarding to open case : Form.onLoad() */
crmForm.all.regardingobjectid.lookuptypes = "112";
crmForm.all.regardingobjectid.lookuptypeIcons = "/_imgs/ico_16_112.gif";
 
/* only show the active cases : Form.onLoad() */
if (crmForm.ObjectId != null)
{
  crmForm.all.regardingobjectid.lookupbrowse = 1;
  crmForm.all.regardingobjectid.additionalparams = "fetchXml="
    + "<fetch mapping='logical'><entity name='incident'><all-attributes /><filter>"
    + "<condition attribute='statecode' operator='eq' value='0' />"
    + "</filter></entity></fetch>";
}

b. CRM 4.0

In 4.0, the above feature is not supported anymore which means not working any more, but we can still use the method which mentioned in my previous post. Set 'statecode' as a find column of the Case Lookup View, then add the following code to the entity's onLoad():

/* set the regarding to open case : Form.onLoad() */
crmForm.all.regardingobjectid.lookuptypes = "112";
crmForm.all.regardingobjectid.lookuptypeIcons = "/_imgs/ico_16_112.gif";
crmForm.all.regardingobjectid.additionalparams = 'search=Active';

All good, now we are changing the requirement to: I want the regarding field is set to open cases which owned by the current user!

Ok, this simple and clean approach will not work for this a little complicated search. We need to build up a fetch query first. It's easy to use advanced find:

Look for: cases
-Status Equals Active
-Owner Equals Current User'

And then click Find, we get results.

Now, how can we get benefit from this Advanced Find and get the FetchXml statements from the query? Thanks Ronald Lemmen who first find a trick, in the result page, paste it in the IE Address Bar:

javascript:prompt("", resultRender.FetchXml.value);

Then you will get a prompt window, the value is the FetchXml statements which we need.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="incident"><attribute name="title"/><attribute name="ticketnumber"/><attribute name="createdon"/><attribute name="incidentid"/><order attribute="title" descending="false"/><filter type="and"><condition attribute="statecode" operator="eq" value="0"/><condition attribute="ownerid" operator="eq-userid"/></filter></entity></fetch>

Thanks Adi Katz who found a brilliant way to do it, and George modified it slightly. Basicly it overwrites the code-behind function, which I think it could be a risk. However so far so good after three months since it has been first released, I will post updates if it occurs any issue.(There is a supported filtered lookup product from Michael Höhne which is not free but great product.)

You need to modify lookupsingle.aspx file in the path \CRMWeb\_controls\lookup\lookupsingle.aspx
Add the following codes:

 
<script runat="server">
protected override void OnLoad(EventArgs e)
{
    base.OnLoad(e);
    crmGrid.PreRender += new EventHandler(crmGrid_PreRender);
}
void crmGrid_PreRender(object sender, EventArgs e)
{
    if (crmGrid.Parameters["search"] != null && crmGrid.Parameters["search"].StartsWith("<fetch")) 
    { 
        crmGrid.Parameters.Add("fetchxml", crmGrid.Parameters["search"]);  
        crmGrid.Parameters.Remove("searchvalue");  
        this._showNewButton = false; 
    } 
}
</script>

And then you can filter it from entity's onLoad() just like what we did in CRM 3.0. Notice that we have pasted the FetchXml statements below(fetchStr).

/* set the regarding to open case which owned by current user : Form.onLoad() */
crmForm.all.regardingobjectid.lookuptypes = "112";
crmForm.all.regardingobjectid.lookuptypeIcons = "/_imgs/ico_16_112.gif";
 
var fetchStr = "<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="incident"><attribute name="title"/><attribute name="ticketnumber"/><attribute name="createdon"/><attribute name="incidentid"/><order attribute="title" descending="false"/><filter type="and"><condition attribute="statecode" operator="eq" value="0"/><condition attribute="ownerid" operator="eq-userid"/></filter></entity></fetch>";
crmForm.all.regardingobjectid.lookupbrowse = 1;
crmForm.all.regardingobjectid.additionalparams = "search=" + fetchStr;
 

That's it, now we reach the end. :)