If you are planning to filter Sub Grid based on the value
selected in look up field or change of look up field value, then this bog will
help to achieve this customization in CRM 2013.
To demonstrate, I have created one look up field of type
Account and Sub Grid that shows Contact records based on Account set in look up
field.
Requirement is to filter the sub grid so as to show only
contact records based on the value selected in Account look up field.
This need to be achieved by client side scripting, below JS
function will filter the sub grid based on look up field value (Display contact
records that are associated to account selected in look up field).
function FilterSubgrid() {
var filterId = null;
var accountLookupObject = Xrm.Page.getAttribute('new_account').getValue(); // get
look up field value
if (accountLookupObject != null) {
accountLookupObject[0].name; // text of lookup
filterId = accountLookupObject[0].id; // Guid of lookup
}
var subgridnameObject = document.getElementById("Contacts"); //
Contacts is the name of the sub grid on the form
if (subgridnameObject == null || subgridnameObject.readyState != "complete") {
setTimeout(function () {
FilterSubgrid(); }, 100);
return;
}
if (filterId == null) return;
// Fetch
xml for retrieving filtered contacts based on primary customer
var fetchXml = "<fetch
version='1.0' output-format='xml-platform' mapping='logical'
distinct='false'>";
fetchXml += "<entity
name='contact'>";
fetchXml += "<attribute
name='fullname'/>";
fetchXml += "<attribute
name='telephone1'/>";
fetchXml += "<attribute
name='contactid'/>";
fetchXml += "<order
attribute='fullname' descending='false' />";
fetchXml += "<filter
type='and'>";
fetchXml += "<condition
attribute='parentcustomerid' operator='eq' uitype='account' value='"+filterId+"'
/>";
fetchXml += "</filter>";
fetchXml += "</entity>";
fetchXml += "</fetch>";
subgridnameObject.control.SetParameter("fetchXml",
fetchXml);
