addCustomFilter JavaScript lookup – how to add custom filter- fetchxml to lookup in Microsoft Dynamics 365 -Custom-condition in lookup -ADDPRESEARCH

In Microsoft Dynamics 365,  we can use addCustomFilter to modify the results displayed in a lookup field using Javascript. i.e.

• using Filterxml condition
• add addPreSearch
• addCustomFilter

• We have a requirement, that the account lookup field on contact should only show the accounts which contains phone number.
• On load of the contact form, our JavaScript will trigger, and the filter will be added to the Account lookup field.
• JavaScript (Event Handler) will be added on the Contact entity. and On Load Event of the contact form. So, the JavaScript function will trigger on load of the contact form.

• Below is the latest syntax used for addCustomFilter.

formContext.getControl(arg).addCustomFilter(filter, entityLogicalName)

Parameters

• • filter: String. The fetchXml filter element to apply.
  • entityLogicalName: (Optional) String. If this is set, the filter only applies to that table type. Otherwise, it applies to all types of tables returned.

Below is the JavaScript function “changeAccountLookupFilter”

• 1st create form context from execution context passed as 1st parameter
• In a variable store our query.

*Note-Query is generated using advanced find.

• Created a function and use addCustomFilter inside it.
• Call this function on addPreSeach of the account lookup field on contact.

function changeAccountLookupFilter(executionContext)
{
    debugger;
    var formContext = executionContext.getFormContext();
    formContext.getControl("parentcustomerid").addPreSearch(filterCustomerAccounts);
}
    filterCustomerAccounts = function(executionContext)
    {
    var formContext = executionContext.getFormContext();
    var customerAccountFilter = "<filter type='and'><condition attribute='telephone1'operator='not-null'/></filter>";
    formContext.getControl("parentcustomerid").addCustomFilter(customerAccountFilter, "account");
}

We have added the Javascript on Load of contact form.