Microsoft Crm 4.0 Filtered Lookup

Rating:        Based on 2 ratings
Reviewed:  2 reviews
Downloads: 2246
Released: May 27, 2010
Updated: May 27, 2010 by motime
Dev status: Stable Help Icon

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Application Agile.Crm4.Plugins.FilteredLookup.zip
application, 5K, uploaded May 27, 2010 - 2246 downloads

Release Notes

How to use:
  1. Allow passing custom querystring values: Create a DWORD registry key named [DisableParameterFilter] under [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM], set the value to 1 , and IISReset (http://blogs.msdn.com/rextang/archive/2008/09/24/8962549.aspx).
  2. Now, Deploy the plugin, and register a step on Execute message, executing on pre-stage.
  3. Inside the entity form add line similar to this: crmForm.parentcustomerid.AddParam('filters', '<filters><filter entity="account"><condition attribute="name" operator="like" value="Agile Business Solutions%" /></filter></filters>');
  4. Don't forget to put Microsoft.crm.sdk in the GAC, or in the assembly folder, depending on your deployment method.
  5. Good luck.

Moti Mendelovich,
Agile Business Solutions,
moti at agilesolutions.co.il

Reviews for this release

     
Easy to Install and use.
by jneukirch on Aug 16, 2010 at 5:32 PM
     
Except for two limitations that I'm aware of, this solution is excellent! I've used it for both independent and dependent filtered lookups. The two limitations that I've found so far are: 1. Doesn't work with the Form Assistant. I disable this feature. 2. Doesn't work with automatic resolution of the lookup (i. e., if you start typing in the lookup attribute it does not work). I turn it off.
by mcross9095 on Jun 23, 2010 at 3:26 AM