Question

在我的CRM实例中是核心实体＆＃39; Case＆＃39;。在此范围内是默认的客户查询（customerid），它指向核心＆＃39;帐户＆＃39; ＆安培; ＆＃39;联系＆＃39;实体。还有另一个查找指向＆＃39;联系人＆＃39;根据customerid中的Account值进行过滤（必须使用customerid仅选择帐户值）。还有另一个指向自定义实体的查找，它使用自动编号功能。我也试图过滤此字段（new_projectref）以显示与所选帐户值关联的记录。然而，正在抛出错误说明＆＃34;＆＃39;联系＆＃39;实体不包含Name =＆＃39; customerid＆＃39;。＆＃39;。＆＃34;。

/* Filter Lookup */

function preFilterLookup() {
  try {
    Xrm.Page.getControl("new_projectref").addPreSearch(function () {
      addLookupFilter();
    });
  } catch (error) {
    //window.console.log("Prefilter lookup error " + error.message);
  }
}

function preFilterLookupGeneric(sourceField, destinationField) {
  try {
    Xrm.Page.getControl(destinationField).addPreSearch(function () {
      addLookupFilterGeneric(sourceField, destinationField);
    });
  } catch (error) {
    // window.console.log("Prefilter lookup error " + error.message);
  }
}

function addLookupFilterGeneric(sourceField, destinationField) {
  try {
    var companyId = Xrm.Page.getAttribute(sourceField).getValue()[0].id;
    var entityType = Xrm.Page.getAttribute("customerid").getValue()[0].entityType;
    alert(entityType);
    if (entityType == "account") {
      console.log("Company = " + companyId);
      if (companyId != null) {
        fetchXml = "<filter type='and'><condition attribute='customerid' operator='eq' value='"
          + companyId + "' /></filter>";
        Xrm.Page.getControl(destinationField).addCustomFilter(fetchXml);
      }
    } else if (entityType == "contact") {
      return;
    }
  } catch (error) {
    window.console.log("Error lookup filter " + error.message);
  }
}

function addLookupFilter() {
  try {
    var companyId = Xrm.Page.getAttribute("parentaccountid").getValue()[0].id;
    //  window.console.log("Company = " + companyId);
    if (companyId != null) {
      fetchXml = "<filter type='and'><condition attribute='customerid' operator='eq' value='"
        + companyId + "' /></filter>";
      Xrm.Page.getControl("new_projectref").addCustomFilter(fetchXml);
    }
  } catch (error) {
    // window.console.log("Error lookup filter " + error.message);
  }
}

先谢谢

Answer 1

customerid是Case实体上的属性名称。如果您要对帐户或联系人字段应用过滤器，则需要更新fetchXml以使用帐户实体的ID accountid或contactid进行联系。

"<filter type='and'><condition attribute='accountid' operator='eq' value='" + companyId + "' /></filter>";

找不到解决方案来消除Lookup中的第二个记录类型

1 个答案: