Thursday, June 25, 2015

MSCRM 2015: Change Default Lookup Dialog View



I recently had a requirement from a customer to be able to add products to a quote directly from the quote form. Typically, the user will create an opportunity, add opportunity products to it, and then create the quote based on that. When you do this, the products are automatically transferred to the quote. 

If you add products directly to the quote, I discovered that the default lookup will search the entire product catalog instead of just the price list that has been selected. This is less than convenient when you have multiple price lists with hundreds or thousands of products. With a bit of simple JScript you can force the default lookup to use a different view, specifically the Products in Parent Price List view.

With a little help from the internet, I was able to find the GUID for the Products in Parent Price List view. Then in the OnLoad event of the Quote Product form, I added the following JScript:

function setViewID() {
Xrm.Page.getControl("productid").setDefaultView("{BCC509EE-1444-4A95-AED2-128EFD85FFD5}");
}

It’s that simple. Done and done!

9 comments:

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