Question

如果“查找”下拉菜单包含多个项目（例如，帐户，联系人），则可以设置默认选项（在我的方案中为第二个选项联系人）？

Answer 1

在CRM 2015中，如果要过滤查找以使其仅包含联系人

，则可以使用以下内容

// Filter the dropdown of the lookup so that it only contains contacts + do not allow accounts ,in the contact views, visible when the user clicks more records
    var noAccountsfilter = "<filter type='and'><condition attribute='statecode' operator='ne' value='0' /></filter>";
    Xrm.Page.getControl("parentcustomerid").addCustomFilter(noAccountsfilter, 'account');

Answer 2

function Form_OnLoad()
...
preFilterLookup();
..
}


 function preFilterLookup() {
 Xrm.Page.getControl("customerid").addPreSearch(addLookupFilter);
 } 

 function addLookupFilter() {

 document.getElementById("customerid_i").setAttribute        ("lookuptypenames", "contact:2:Contact");
 document.getElementById("customerid_i").setAttribute("lookuptypes", "2");
 }

How do I change the default quick form for the CustomerId field in Dynamics CRM 2013?

默认查找视图中的“查找”字段

2 个答案: