CRM2011 为Lookup field添加自定义过滤视图

需求：页面上有一个字段是Account类型的Lookup，另一个字段是Contact类型的Lookup。要求打开Contact lookup时只显示Account的Primary Contact的过滤视图。

分析：要做到这个功能，首先要重写（增加）Contact lookup的“显示查找视图”的事件；然后，在页面加载的时候就要把这个事件添加到Contact lookup上，在Account的值发生变化时也要做相应的改变，比如Account的值被清空的情况下，我们的自定义过滤视图就应该显示全部的Contact，所以这时要再次改写“显示查找视图”的事件。

步骤：

（1）

创建一个Javascript文件，上传到Webresource，并添加到Form Libraries。

代码：

oArg = {
    items: null,
    customViews: null,
    setCustomView: function (viewId, objectType, viewDisplayName, fetchXml, layoutXml) {
        customView = {
            recordType: objectType,
            id: viewId,
            name: viewDisplayName,
            fetchXml: fetchXml,
            layoutXml: layoutXml
        };
        this.customViews = new Array();
        this.customViews[0] = customView;
    },

    setLookupItems: function (ids, names, type) {
        var idArr = ids.split(';');
        var nameArr = names.split(';');
        this.items = new Array();
        for (var i = 0; i < idArr.length; i++) {
            if (idArr[i].length >= 32) {
                this.items[i] = {
                    oid: idArr[i],
                    outerText: nameArr[i],
                    oType: type,
                    getAttribute: function (value) {
                        switch (value) {
                            case 'oid':
                                {
                                    return this.oid;
                                }
                            case 'otype':
                                {
                                    return this.oType;
                                }
                            default:
                                {
                                    return null;
                                }
                        }
                    }
                };
            }
        }
    }
};

（2）

创建打开过滤视图的Javascript，添加到Form Libraries：

代码：

//Open filterd lookup view of contact base on Account
function OpenLookUpView() {
    
    var element = document.getElementById("contactid");//The contact lookup field id on the form
    var serverUrl = Xrm.Page.context.getServerUrl();
    var client = Xrm.Page.getAttribute("customerid").getValue();
    var viewId = "{00000000-0000-0000-0000-000000000001}"; // a dummy view ID 
    var objectType = 2; //contact
    var viewDisplayName = 'Client contact';
    if (client != null) {
        client = client[0].id;
        var fetchXml = "<fetch version='1.0' " +
                       "output-format='xml-platform' " +
                       "mapping='logical'>" +
                   "<entity name='contact'>" +
                   "<attribute name='fullname' />" +
                    "<attribute name='telephone1' />" +
                    "<attribute name='contactid' />" +
                    "<attribute name='emailaddress1' />" +
                    "<attribute name='address1_stateorprovince' />" +
                    "<attribute name='address1_county' />" +
                    "<attribute name='address1_city' />" +

                   "<order attribute='fullname' " +
                           "descending='false' />" +
                  "<link-entity name='account' from='primarycontactid' to='contactid' alias='ab'>" +
                   "<filter type='and'>" +

                       "<condition attribute='accountid' " +
                                   "operator='eq' " +
                                   "value='" + client + "' />" +

                   "</filter>" +
                   "</link-entity>" +

                   "</entity>" +
               "</fetch>";
        var layoutXml = "<grid name='resultset' " +
                             "object='1' " +
                             "jump='name' " +
                             "select='1' " +
                             "icon='1' " +
                             "preview='1'>" +
                         "<row name='result' " +
                              "id='contactid'>" +
                           "<cell name='fullname' " +
                                 "width='100' />" +

                            "<cell name='address1_city' " +
                            "width='80' />" +
                             "<cell name='address1_stateorprovince' " +
                            "width='80' />" +
                             "<cell name='address1_county' " +
                            "width='80' />" +
                           "<cell name='telephone1' " +
                                 "width='80' />" +
                            "<cell name='emailaddress1' " +
                            "width='100' />" +


                         "</row>" +
                       "</grid>";

        oArg.setCustomView(viewId, objectType, viewDisplayName, fetchXml, layoutXml);
        //Overwrite the lookup event to show custom filtered view
        element.onshowdialog = function (event) {
            var result = window.showModalDialog(serverUrl + '/_controls/lookup/lookupinfo.aspx?AllowFilterOff=1&DefaultType=' + objectType + '&DisableQuickFind=0&DisableViewPicker=0&LookupStyle=single&ShowNewButton=1&objecttypes=' + objectType + '&ShowPropButton=1&browse=0&DefaultViewId=' + viewId, oArg, 'dialogHeight:630px;dialogWidth:600px;resizable:yes;');
            event.oLookupItems = result;
        }




    }
    else {
        viewDisplayName = 'All contacts';
        var fetchXml = "<fetch version='1.0' " +
                       "output-format='xml-platform' " +
                       "mapping='logical'>" +
                   "<entity name='contact'>" +
                   "<attribute name='fullname' />" +
                    "<attribute name='telephone1' />" +
                    "<attribute name='contactid' />" +
                    "<attribute name='emailaddress1' />" +
                    "<attribute name='address1_stateorprovince' />" +
                    "<attribute name='address1_county' />" +
                    "<attribute name='address1_city' />" +

                   "<order attribute='fullname' " +
                           "descending='false' />" +


                   "</entity>" +
               "</fetch>";
        var layoutXml = "<grid name='resultset' " +
                             "object='1' " +
                             "jump='name' " +
                             "select='1' " +
                             "icon='1' " +
                             "preview='1'>" +
                         "<row name='result' " +
                              "id='contactid'>" +
                           "<cell name='fullname' " +
                                 "width='100' />" +

                            "<cell name='address1_city' " +
                            "width='80' />" +
                             "<cell name='address1_stateorprovince' " +
                            "width='80' />" +
                             "<cell name='address1_county' " +
                            "width='80' />" +
                           "<cell name='telephone1' " +
                                 "width='80' />" +
                            "<cell name='emailaddress1' " +
                            "width='100' />" +


                         "</row>" +
                       "</grid>";

        oArg.setCustomView(viewId, objectType, viewDisplayName, fetchXml, layoutXml);
        //Overwrite the lookup event to show custom filtered view
        element.onshowdialog = function (event) {
            var result = window.showModalDialog(serverUrl + '/_controls/lookup/lookupinfo.aspx?AllowFilterOff=1&DefaultType=' + objectType + '&DisableQuickFind=0&DisableViewPicker=0&LookupStyle=single&ShowNewButton=1&objecttypes=' + objectType + '&ShowPropButton=1&browse=0&DefaultViewId=' + viewId, oArg, 'dialogHeight:630px;dialogWidth:600px;resizable:yes;');
            event.oLookupItems = result;
        }

    }

}

（3）

在Form onload和Account onchange的event添加刚才我们加进来的library，Function填“OpenLookUpView”

好的。就是这样。

补充：

如果遇到这个错误：You do not have sufficient privileges to open this Lookup dialog box. 请检查一下objecttypecode对了没有。

如果自定义视图没有生效，请检查第（1）步的Javascript有没有添加到页面库中。