Conditional Lookup on Primary Contact of an Account

Tuesday, February 19th, 2008

This Post is based on a Post from AdvantageWorks in which a Filtered Lookup between 2 Lookups is described. Hessel Miedema and I created a Version of the Lookup for the Primary Contact of an Account. We used the Account Name as input for the Search Box of the Lookup of the Primary Contact. (Be aware that your Account Names need to be Unique in this Case).

The main Reason for this Post is that we noticed that the “&” character is Not allowed in a URL Request, but is allowed as Search Value. The “&” character needs to be replaced by “%26″ to function properly. A list of characters can be found in the The extended ASCII table .

The example we used on the OnLoad of the Account:

crmForm.all.primarycontactid.additionalparams = 'search=' + crmForm.all.name.DataValue.replace("&","%26").replace("+","%2b");

Posted in Client Side Scripting, MS CRM 4.0 Customizations |

Filtered Lookup for Microsoft Dynamics CRM 4.0

Wednesday, February 6th, 2008

The Filtered Lookup Add-on created by Michael Höhne is GREAT!!! We have played with it a little bit at a Client and we are going to test is thoroughly, but the first Results are Very Promising. It delivers a lot more than just a Filter on the Lookups. For the Details and Downloads see his Site: Stunnware.

Posted in MS CRM 4.0 Application, MS CRM 4.0 Customizations |