- Lookup based on customized entities
- Posted by AkinG on September 16th, 2006
Hi again!
I added a new attribute to Account entity called "Vendor". I created a
many-to-one relation between one of my custom entities -XYZ- and Account. I
created a lookup field on the XYZ form that enables to search for Account
entities. What I want to do is, when the search form comes up and the user
hits the search button, only the Accounts with Vendor attribute set to
"true" show up.
How is this done?
Thank you.
- Posted by MattNC on September 17th, 2006
There is no way to pre-filter lookups without doing some custom coding.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com
"AkinG" wrote:
- Posted by Michael Höhne on September 18th, 2006
You need a custom solution for that. Look at
http://www.stunnware.com/crm2/?area=CustomLookup.
--
Michael
Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx
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"AkinG" <aking@postakutum.org> schrieb im Newsbeitrag
news:e7BEMVZ2GHA.4264@TK2MSFTNGP05.phx.gbl...
- Posted by MattNC on September 18th, 2006
I was going to refer him to your site, Michael, but I was too lazy to look
for the link when I was posting my reply. Thanks for adding that. I think
your site is great, by the way.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com
"Michael Höhne" wrote: