Custom lookup

hello every body
I just begin siebel CRM ondemand and i don't know a lot about it.
I want to create custom lookup functionality to populate custom fields on an On demand page. For example Lookup a Partner Account to the Opportunity Detail Page using the custom lookup. Do anywone know how to do that ?
Maurice

thank, but i don't understand very well how is the web service working.
What i anderstand is that for using web-services to integrate with a website things i need to do:
1. must send
username = xxxx
password = xxxx
to the url = https://secure-ausomxapa.crmondemand.com/Services/Integration?command=login
2. Then i will receive a sessionID
3. Then using session id i should be using the web-service WSDL's
But how to do this. You must build a program with what ?

Similar Messages

How does one create LOV Map between 2 fields for custom lookup mapping

Hi there
In Internet Expenses, Expense Report Line Detail we have two unrelated fields; namely Expense Location & Tax Code.
The requirement is to map a default tax code to locations; basically when a user enters Expense Location then the mapped tax code value should default into field Tax Code.
The location-tax code mapping is stored in a custom lookup (FND_LOOKUP_VALUES).
My question is how does one go about implementing this? For example is it possbile to create a new (hidden) LOV based on the lookup mapping & then create a Personalization LOV Mapping between the 3 LOV... Or is it necessary to modify the Tax Code drop down Message Choice in JDeveloper? Of course details are appreciated!
FYI below is the relevant Personalization Structure from "Personalize Stack Layout: (NormalDetails)".
Message Lov Input: Expense Location
- Lov Mappings
-- Lov Map: (lovMap1)
-- Lov Map: (lovMap2)
-- Lov Map: (lovMap3)
- Message Text Input: Expense Location
- Message Styled Text: Transaction Location
- Message Text Input: Merchant Name Yes
- Message Styled Text: Description
- Message Check Box: Original Receipt Missing Yes
- Message Choice: Tax Code
- Message Check Box: Amount Includes Tax
- Message Choice: Tax Code
Many thanks
G

Hello all
The correct & supported method is this:
Extend the location LOV in JDeveloper & add a "default tax" attribute, this could be derived from a new location DFF storing the default tax code for each location. Now simply create a location Personalization LOV Map which takes this new location lov tax attribute & target it to the tax message choice field.
That's my 2c worth anyway, so please give comment if you feel there is a better way.
There is just one more little problem however... The requirement has changed! Now we require the tax code to default according to not one location field, but other fields too. For example if the user selects Expense Type of Beverage & Location of Netherlands then Tax Code should be NL19%, for Expense Type of Hotel then it should be NL6%; if the user ticks "Missing Receipt" field then it should over ride all others & set the code to NL0%.
Any ideas?
Many thanks
G
Edited by: user13363208 on 11-Aug-2010 06:51

Creating custom lookup triggers - Is it possible?

Hi,
Can we create our own custom Lookup trigger something similar to " Lookup.USR_PROCESS_TRIGGERS" ? I wanted to create a lookup for a Form (UD_*) . Or can it be done for any other proceess or table ?
Is it possible ? Any guidance would be really helpful.
Thanks
Abhishek
Edited by: AT2410 on Oct 9, 2008 2:29 AM

Do don't need a lookup for your custom form.
just create a process task with [field name] updated and assign an adapter with your desired functionality.
Take a look at the standart processes they allways have tasks like password updated / username updated....

Custom Lookup Field

Hi
Is it possible to create custom lookup field (e.g Owner, Parent Account). ?
Sundar

The fields that you have mentioned are in the system but i do not think its possible to create a new one. I am surprized oracle is not supporting. I believe this should be a key enhancement because every other SaaS based CRM product offers this.

XI custom lookup function in mapping - error

Hi,
I created custom function to do RFC lookup with ECC. We are on PI 7 with service pack level 14. The custom function takes value of 4 attributes from source and does RFC call to do lookup.
The below is the import of classes I used in the function
javax.xml.parsers.DocumentBuilder;java.io.*;
org.xml.sax.*;
javax.xml.transform.dom.DOMSource;
javax.xml.parsers.*;
org.w3c.dom.*;
com.sap.aii.mappingtool.tf3.rt.ResultList;
com.sap.aii.mapping.*;
com.sap.aii.mapping.lookup.*;
com.sap.aii.mapping.lookup.Payload;
javax.xml.transform.stream.StreamResult;
javax.xml.transform.*;
in the code I put warning trace as below -
trace.addWarning("INSIDE");
//determine the communication channel
Channel channel = LookupService.getChannel("DE1CLNT301", "RFC_O_FPATH" );
trace.addWarning("CHANNEL LOOKUP DONE");
//get RFC Accessor for the channel
accessor = LookupService.getRfcAccessor(channel);
trace.addWarning("ACESSOR LOOKUP DONE");
when I test run I get the below error:
Compilation of MM_O_MQ_I_SAP successful
INSIDE
CHANNEL LOOKUP DONE
Errorjava.lang.StringIndexOutOfBoundsException: String index out of range: -1
Can anyone help?
Thanks in advance

Thanks Amit. It worked. below is the trace error
CHANNEL LOOKUP DONE RFC_O_FPATH (Party: , Service: DE1CLNT301, Object ID: f9f592e7e0b3316480afcaa8d462a140)
BEFORE ACCESSOR GET CHANNEL
Exception is at : java.lang.String.substring(String.java:1444)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiHttpClientImpl.extractCookieValue(HmiHttpClientImpl.java:318)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiHttpClientImpl.extractCookie(HmiHttpClientImpl.java:307)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiHttpClientImpl.getCookies(HmiHttpClientImpl.java:292)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiHttpClientImpl.sendRequestAndReceiveResponseViaHttp(HmiHttpClientImpl.java:207)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiHttpClientImpl.sendRequestAndReceiveResponse(HmiHttpClientImpl.java:108)
Exception is at : com.sap.aii.utilxi.hmi.api.HmiClientAdapter.invokeMethod(HmiClientAdapter.java:88)
Exception is at : com.sap.aii.ibrep.server.lookup.SystemAccessorHmiClient.<init>(SystemAccessorHmiClient.java:64)
Exception is at : com.sap.aii.ibrep.server.lookup.SystemAccessorHmiClient.getInstance(SystemAccessorHmiClient.java:112)
Exception is at : com.sap.aii.ibrep.server.lookup.LookupServiceProvider$RemoteClientDelegator.<init>(LookupServiceProvider.java:99)
Exception is at : com.sap.aii.ibrep.server.lookup.LookupServiceProvider$RemoteClientDelegator.<init>(LookupServiceProvider.java:89)
Exception is at : com.sap.aii.ibrep.server.lookup.LookupServiceProvider$RemoteClient.getSystemAccessor(LookupServiceProvider.java:76)
Exception is at : com.sap.aii.mapping.lookup.LookupService.getRfcAccessor(LookupService.java:249)
Exception is at : com.sap.xi.tf._MM_O_MQ_I_SAP_.RFC_GET_FILE$(_MM_O_MQ_I_SAP_.java:95)
Exception is at : sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
Exception is at : sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
Exception is at : sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
Exception is at : java.lang.reflect.Method.invoke(Method.java:324)
Exception is at : com.sap.aii.mappingtool.tf3.rt.FunctionWrapper.calculateCurrentValue(FunctionWrapper.java:76)
Exception is at : com.sap.aii.mappingtool.tf3.rt.FunctionWrapper.cacheValue(FunctionWrapper.java:60)
Exception is at : com.sap.aii.mappingtool.tf3.rt.FunctionWrapper.gotoNextContext(FunctionWrapper.java:40)
Exception is at : com.sap.aii.mappingtool.tf3.AMappingProgram.processNode(AMappingProgram.java:266)
Exception is at : com.sap.aii.mappingtool.tf3.AMappingProgram.processNode(AMappingProgram.java:326)
Exception is at : com.sap.aii.mappingtool.tf3.AMappingProgram.start(AMappingProgram.java:415)
Exception is at : com.sap.aii.mappingtool.tf3.Transformer.start(Transformer.java:142)
Exception is at : com.sap.aii.mappingtool.tf3.AMappingProgram.execute(AMappingProgram.java:118)
Exception is at : com.sap.aii.ibrep.server.mapping.ServerMapService.transformInternal(ServerMapService.java:431)
Exception is at : com.sap.aii.ibrep.server.mapping.ServerMapService.execute(ServerMapService.java:169)
Exception is at : com.sap.aii.ibrep.sbeans.mapping.MapServiceBean.execute(MapServiceBean.java:52)
Exception is at : com.sap.aii.ibrep.sbeans.mapping.MapServiceRemoteObjectImpl0_0.execute(MapServiceRemoteObjectImpl0_0.java:301)
Exception is at : com.sap.aii.ibrep.sbeans.mapping.MapServiceRemoteObjectImpl0_0p4_Skel.dispatch(MapServiceRemoteObjectImpl0_0p4_Skel.java:146)
Exception is at : com.sap.engine.services.rmi_p4.DispatchImpl._runInternal(DispatchImpl.java:319)
Exception is at : com.sap.engine.services.rmi_p4.DispatchImpl._run(DispatchImpl.java:200)
Exception is at : com.sap.engine.services.rmi_p4.server.P4SessionProcessor.request(P4SessionProcessor.java:136)
Exception is at : com.sap.engine.core.service630.context.cluster.session.ApplicationSessionMessageListener.process(ApplicationSessionMessageListener.java:33)
Exception is at : com.sap.engine.core.cluster.impl6.session.MessageRunner.run(MessageRunner.java:41)
Exception is at : com.sap.engine.core.thread.impl3.ActionObject.run(ActionObject.java:37)
Exception is at : java.security.AccessController.doPrivileged(Native Method)
Exception is at : com.sap.engine.core.thread.impl3.SingleThread.execute(SingleThread.java:102)
Exception is at : com.sap.engine.core.thread.impl3.SingleThread.run(SingleThread.java:172)
ACCESSOR GET CHANNEL DONE
INPUTSTREAM CREATED
PAYLOAD XML
Errorjava.lang.NullPointerException

Customizing lookup window

Hi Friends,
Is there any possible way to display custom fields created in the lookup window which opens up when clicking on the link fields?I can see only a set of default fields displayed there.In Service Request-> Product Name lookup window , I can see only Product Name,Product category,Status and Description.But I want to add my custom field also to this list.Is it possible?
Thanks in advance

Hi,
It is possible. You can add any field to the lookup window. You need to go to 'Application Customization' > 'Product' > and then to 'Product Search Layout'. There you will define both the search results setup and the lookup window in step 3. Don't forget to associate the search layout to the relevant roles after you are done.
Best of luck, Josh

SSIS Custom lookup component. Set output dynamically

I am currently working on a custom ssis lookup component. In the ProvideComponentProperties method I have defined the input, and a single output for lookup found. Now based on user selection (a drop down list in the UI), there could be different type of
second lookup not found output". The user can select either to forward that row to another output "Lookup not found", or "redirect to error" or "fail component". (Similar to the stock SSIS lookup component).
1.) Should I initialize both the output types "lookup not found" and "redirect to error " in ProvideComponentProperties ?
2.) Based on the user selection I have to set the input DTSRowDisposition to RD_NotUsed or RD_RedirectRow. Should I do this in my Validate() method or Reinitializemetadata ?
I currently have set the DTSRowDisposition in my validate() method, and I am getting a strange behavior. Lets say I set my output to "Redirect to error" and press "OK' Now if I dont connect the error output, I get an yellow exclamation
telling me the rows with error will be discarded, which is as expected. Now if go back in my UI and change the option from redirect to error to 2nd output of "Lookup not found" and press "Ok" the yellow exclamation warning does not go away.
I have to go back in the UI and just press "Ok" again and the warning goes away.

Hi monty_87,
We need to initialize both the output types "Look not found" and "Error Output" in ProvideComponentProperties.
For the second question, please set the DTSRowDisposition from ProvideComponentProperties as well.
Once you have moved the set of DTSRowDisposition to ProvideComponentProperties, please check whether the issue you mentioned goes away.
For your reference, please see the sample code from:
http://msdn.microsoft.com/en-us/library/ms136009.aspx
Thanks,
Jinchun Chen

Issue with "Retrieving Metadata from a Custom Lookup Implementation"

Hello,
I have a use case where i need to find meta data files from a custom location instead of CLASSPATH. I followed the following article in creating my "Custom XML Context Implementation"
http://download.oracle.com/docs/cd/A97336_01/buslog.102/bc4j/developing_bc_projects/obcCustomLookup.html
But when running from jdeveloper, and i wanted to use it only for ADFm layer so i used -Djbo.project=<my-databindings-location>
If i use CPX file for this java option, framework complaining about JPX file, if i use valid path for JPX it complains about CPX file ....
I infact created a sample UI project which will have POJO as data control but still framework complaining about JPX file.
Is this approach not supported in 11g? Or is there a diff article for ADF 11g is available for approach?
Appreciate your help.
Thanks,
Sunil.

Hi,
On that Column in required property choose "ui only" instead of "yes".
and then on cancel it will not throw error but when you will save the changes then you would have to programatically
handle the null value of that column.
Thanks,
Gaurav

Custom script lookup..

This is all I can find about creating a lookup I need to use in a script......
Use As Lookup
You use the Use as Lookup column to select a dimension for a custom lookup table. When Use
as Lookup is selected, the Enabled field cannot be used. The custom lookup dimension is used
only for custom scripting.
What I did,
In MetaData>Dimension I checked "Use as lookup" for the dimension I want to use...
Where do I load the lookup values? To the mapping table for that dim? I have 6000 locations and I need to have one table to maintain...
I need to load to one table for all lookup values is my understanding...is that the case?
Thanks,
Jz

Hello,
You will need to use the PSI in the PowerShell script. This is all possible. Example below for updating existing lookup table from PowerShell:
http://gallery.technet.microsoft.com/scriptcenter/Update-Server-Lookup-table-bb1ae14f
That will give you an idea on calling the PSI methods and working with data sets in PowerShell.
To create custom fields use this method:
http://msdn.microsoft.com/en-us/library/gg176849.aspx
Other custom fields methods here:
http://msdn.microsoft.com/en-us/library/websvccustomfields.customfields_di_pj14mref_methods.aspx
Lookup table methods:
http://msdn.microsoft.com/en-us/library/websvclookuptable.lookuptable_di_pj14mref.aspx
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

How to get additional field from the second list base on lookup information column ?

Hi everyone,
Currently I created a SharePoint hosted Apps project and I need to know how can I get additional field from the second list base on lookup information column. example List1 Have 2 columns column1 and column2(Lookup Information from list2 (category)),
List2 have 3 columns title, and category, and color. so how can get the title and color from list2 base on this lookup information column (SharePoint Hosted apps and Javascript code)? that is possible?
Best regards,
------------------------------------------------------------ ---Tola---

You can build one custom lookup control. Refer to the following post
http://www.stuartroberts.net/index.php/2012/10/03/enhanced-lookup-field-part-1/
Alternatively, try the following solution from codeplex
http://sp2010filteredlookup.codeplex.com/
http://filteredlookup.codeplex.com/
--Cheers

Key lookup in Routine

Hi all,
With a routine on my Customer InfoObject I want to write from two DSO's to an InfoCube. One DSO contains Sales data and the other Customer data. In case of a matching key in mentioned DSO's customer data must be written to the InfoCube. So therefor i need to do a customer lookup. This key contains ZRBDOCNR and ZRBPOSNR. Customer InfoObject = ZRBCUS. My question is: "how do i realize this in ABAP code?"
Thanks in advance!

Hi,
here coustomer information can be looked up when the Key combination is matched.
before updating data into Cube, first both data needs to be taken into Intenal table od Cube Start routine and Combine the data in another internal Table,
this internal table data is taken as a check for updating into Cube.
hope this Helps
Regards
Daya Sagar

Using WFLOAD on customized workflow

Our business has customized the AP Expenses workflow to meet our business needs. One of our customizations is removing several "Lookup Codes" in the "Lookup Types". Our business does not want certain responses to show on the workflow notification. The problem is when we migrate our workflow to Production using WFLOAD all customizations are migrated correctly EXCEPT the deleted Lookup Types. After the WFLOAD migration is complete, we then have to open Workflow Builder and make connection to db to manually delete lookup codes. This is very inefficient for us because in Production we do not have the apps password, and our DBA's are remote. Does anyone know how we can use WFLOAD so that all customizations are migrated successfully?

I think the key for what you want to do is in the UPLOAD command:
WFLOAD <apps/pwd>@<connectstring> 0 Y {UPLOAD | UPGRADE | FORCE} FILE_NAME.wft
UPGRADE – Protection and Customization levels of data
UPLOAD - Only protection level of data. Not supporting customization
FORCE - Force upload, protection or customization not supported
So FORCE would do it.
BUT. You will get overwritten with a potential patch down the line. Also consider that if you have an issue down the line, the first thing you will here is backout your customizations and prove it is broken with the seeded code. Not as easy to do. So I recommend you create a custom Lookup Value, make copy of the Notification you wish to use the custom and point to this new Lookup, copy and change the Process using the Notification to use the new Notification, repeat on Sub Processes. Point to the new custom Process. If Oracle says back it out, you just point to the seeded process and you can prove it is NOT the customization that is at fault. Switch it back and wait for Oracle to get on with it. And your changes will not be overwritten with a Patch ... unless they use FORCE ... which they don't.

Error using Quick Create Form on custom entity

Hello,
I have a new relationship between opportunity and a custom entity. Now I want to use quick create form for my custom entity. Then from the opportunity form, I click on the "new" action inside the custom lookup field but nothing happens and I have
a JavaScript error... The quick create form has no JS code. The contact quick create form works fine. And the quick create form for my custom entity works if you click on the Add button on the main ribbon... so I'm lost... I've tried also with Chrome and IE,
same result. May be I'm doing something wrong...
Any help will be very apreciated.
Thank in advance to everybody.
The error:
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
<Message>Unable to get property 'getAttribute' of undefined or null reference</Message>
<Line>16</Line>
<URL>/_common/JsProvider.ashx?ids=1545465446-1759665639-1968334880-202661451-1025323794-1793205875-1547461133-1992083491-1000289424-159335543-1376927455-1030632819-1181113682-1314140682-1194605645-1039841082-513446117-1625018438-1460109179-1088147315-706656670-342519603-542820515-1946640899-1603536461-468302605-1405388298-1220618931-511599809-1264077421-1188909594-783705869-374257838-502328314-2050812538-512064351&ver=1313516505</URL>
<PageURL>/main.aspx?etc=3&extraqs=%3fformid%3d5b6f6723-db6e-40f2-9ca5-b78678b1076b%26id%3d%257b4F3786B4-4C0E-E411-93F6-0050569D1A22%257d%26rof%3dtrue%26rskey%3d200436436%26setlastviewed%3dtrue%26theme%3dOutlook15White&pagemode=iframe&pagetype=entityrecord&rof=true&rskey=200436436</PageURL>
<Function>anonymous($p0){var$v_0=this.getLookupSearchText();this.$2a_4($p0,this.$$d_$3n_4);var$v_1=this.get_$1G_4(),$v_2=$get($v_1),$v_3=$v_2.getAttribute("entityDisplayName"),$v_4=Mscrm.InlineEditUtilities.getLinkedDataObject($P_CRM($v_2)),$v_5=String.format("glob</Function>
<CallStack>
<Function>anonymous($p0){var$v_0=this.getLookupSearchText();this.$2a_4($p0,this.$$d_$3n_4);var$v_1=this.get_$1G_4(),$v_2=$get($v_1),$v_3=$v_2.getAttribute("entityDisplayName"),$v_4=Mscrm.InlineEditUtilities.getLinkedDataObject($P_CRM($v_2)),$v_5=String.format("globalqctimestamps_{0}",$v_1),$v_6=null;if(!IsNull($v_4)&&$v_5in$v_4)$v_6=$v_4[$v_5];var$v_7,$$t_A,$$t_B,$v_8=($$t_B=this.$2Y_4($$t_A={val:$v_7}),$v_7=$$t_A.val,$$t_B);Mscrm.GlobalQuickCreate.GlobalQuickCreateBehavior.launchGlobalQuickCreate(this.$1Z_4,$v_3,parseInt($v_2.getAttribute("entityTypeCode")),$v_6,$v_8,$v_7,$v_0)}</Function>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 10.0; Windows NT 6.2; WOW64; Trident/6.0; .NET4.0E; .NET4.0C; .NET CLR 3.5.30729; .NET CLR 2.0.50727; .NET CLR 3.0.30729)</BrowserUserAgent>
<BrowserLanguage>en-US</BrowserLanguage>
<SystemLanguage>es-ES</SystemLanguage>
<UserLanguage>es-ES</UserLanguage>
<ScreenResolution>1364x768</ScreenResolution>
<ClientName>Web</ClientName>
<ClientTime>2014-09-01T16:13:52</ClientTime>
</ClientInformation>
<ServerInformation>
<OrgLanguage>3082</OrgLanguage>
<OrgCulture>3082</OrgCulture>
<UserLanguage>3082</UserLanguage>
<UserCulture>3082</UserCulture>
<OrgID>{8704CF11-2D0C-E411-93F6-0050569D1A22}</OrgID>
<UserID>{3DDB30DE-B80C-E411-93F6-0050569D1A22}</UserID>
<CRMVersion>6.1.0.581</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>
Francisco

It looks like product error message.
If it's happening on production, You can suppress the error message. Settings -> Administration ->Privacy Preferences -> Select Never send error report to Microsoft
Regards,
Prabhu
Prabhu G

Lookup definition - what it is for? how it could be used?

Dear All,
I have a few questions regarding lookup definition.
1.What lookups are for?How they can be used?
2.I noticed a lot of out of the box pre-configured lookups are empty. Why? Hmmmm.... Does not make any sense...
Example,
Lookup.AD.FieldsForValidation
3. It looks like Group field might be empty. Why? Is this when lookup definition used by more than 1 form?
4. What is the naming convention for code field?
I carefully reviewed documentation below:
http://download.oracle.com/docs/cd/B32386_01/generic.902/b32143/oimadm.htm#BABIBJAF
I would appreciate your feedback

My apologies I think I confused you and my question was not clear. (80% already answered by Kevin. Thank you!)
Please let me try to rephrase this for you. (I appreciate your help and guidance!!!!!!)
Lookups are stored in the OIM database .
The purpose:
1. Allow user to select a value from the list.
2. meta data storage (configuration information for adapters, triggers for events, list of available countries, etc. ).Lookups are used by connectors or OIM application itself.
How they can be populated:
1. Through API within your custom task.
2. Out of the box connectors (Lookups for Groups, Organization in AD adapter)
3. Manually by creating lookup definition from Design console.
How they can be used:
1. Set up a query code for the field directly on the Form Designer (Properties tab of the form). FYI There are a few meta link articles regarding lookup manipulation.
2. through FormMetaData.xml configuration.
What is still unclear for me:
I am planning to create a custom lookup that will contain information that will be used for provisioning.
1. Is there a naming convension for Code field that I have to follow for custom lookup definition? Some of the existing out of the box lookups start with Lookup. , some does not..... They follow some kind of a hierarchy. For example, Group.Object Permissions.Allow Delete
2. Why group field sometimes populated, sometimes not? (It is not required for custom lookup definition)
3. How to filter lookup data through API?
http://download.oracle.com/docs/cd/B32386_01/generic.902/b32143/oimadm.htm#BABIBJAF
I will be greatful if you can help me.

Filtered Sub-grid lookup

I'm trying to achieve the following setup for a client in CRM2015:
They have a 2-level hierarchy of Accounts (Head-office and Branches) that are related using the 'Parent Account' field. For each Parent Account, there are multiple ways they internally group the related child accounts with the parent account. To replicate
this grouping, I've created a new entity called 'Account Lists' that allows them to select a parent account and then in a Sub-grid select one or more of the related child accounts.
These are the steps I took so far:
1) Added a new View to the Accounts Entity called 'Child Accounts' which displays all accounts where a custom option set value is equal to Child
2) On the new 'Account Listings' Entity I created a N:N relationship with the Accounts entity
3) Inserted a Sub-Grid on the form and selected the following for Data Source:
-Records - Only selected records
-Entity - Accounts (Child Accounts)
-Default View - Child Accounts
4) In additional options, I applied the following settings:
-View Selector: Show Selected Views
-In the Views list, I only have the 'Child Accounts' view selected
The problem I'm having is that the Sub-grid drop down and related lookup is displaying all accounts, including parent accounts, and not just child accounts. Is there something I've done wrong here or do I need to be looking at custom lookups with
JavaScript to achieve what I'm looking for?
Thank you

Just wanted to add some more information in case I helps explain this issue:
1) Our custom 'Account Lists' entity only contains two controls: a lookup and a subgrid.
-The lookup is labeled Parent Account and only allows the user to select an Account where a custom option set field value is equal to "Parent". The lookup view attached to this lookup is a custom view called Parent Account that enforces this
restriction.
-The second control is a subgrid labeled Child Accounts. Similar to the lookup, we've tried to apply a custom View to filter which accounts the user can select. In particular, we created a view called Child Accounts as we're hoping they would
only be able to select Child Accounts from the subgrids related selectors (ie via the plus button or after clicking the "Lookup More records" link).
2) The enforcing of the default View between the Lookup and Subgrid is behaving differently as follows:
-When the user opens the lookup, they are presented with the "Parent Account" view and cannot select any other View. This is perfect.
-With the subgrid, when the user clicks the plus button (+) they are shown 10 accounts, but the accounts shown include both Parent and Child accounts and not just Child accounts as we expected when assigning our custom view to this grid. Also,
even though I see the name of the custom View (Child Accounts) to the left of the plus button, the grid is displaying different fields then those defined by the view.
-Similarly, when they click the "Lookup More Records" link and are presented the Look up Records window, the default view is the native "Account Lookup View" and all the other Account views are available for selection. I was expecting
to see only our "Child Accounts" view to be available for selection so the users could only add these Accounts to the grid.
Any idea why we can enforce a default view on the lookup, but not the subgrid? Am I missing something here or is this is a bug in CRM 2015?

Custom lookup

Similar Messages

Maybe you are looking for