How to add filtered view to Ribbon “Add Existing” button

Question

I have a subgrid which is n:n relationship to current record.

I want to add a filtered view to the \"Add Existing\" button of this subgrid.

Any idea?

(I

Answer 1

First, you have to export a solution containing the entity with the type you want to filter:

In the customizations.xml find the RibbonDiffXml node and add the following code:

And in the the CommandDefinitions node, add this:

The code comes from an XML file that you can find in the CRM 2011 SDK and has been modified to call a custom function from a custom Javascript Library.

Then, create the new JS library with the name specified above in the Library attributes.

Add a first generic function:

/*****************************************/
/*                                       */
/*      Add Custom View To Subgrid       */
/*                                       */
/*****************************************/
function addExistingFromSubGridCustom(params) {

    var relName = params.gridControl.getParameter("relName"),
        roleOrd = params.gridControl.getParameter("roleOrd"),
        viewId = "{00000000-0000-0000-0000-000000000001}"; // a dummy view ID

    var customView = {
        fetchXml: params.fetchXml,
        id: viewId,
        layoutXml: params.layoutXml,
        name: params.name,
        recordType: params.gridTypeCode,
        Type: 0
    };

    var lookupItems = LookupObjects(null, "multi", params.gridTypeCode, 0, null, "", null, null, null, null, null, null, viewId, [customView]);
    if (lookupItems && lookupItems.items.length > 0) {
        AssociateObjects(crmFormSubmit.crmFormSubmitObjectType.value, crmFormSubmit.crmFormSubmitId.value, params.gridTypeCode, lookupItems, IsNull(roleOrd) || roleOrd == 2, "", relName);
    }
}

and finally, add the function which should be called by the button:

function addExistingCustomFilter(gridTypeCode, gridControl, primaryEntityName) {

// Here you can specify for which entity the filter should be applied.
// For example, filter only when you try to add an existing record to a client.
// In the other cases, you will call the default method.
    if (primaryEntityName != "client" ) {
        Mscrm.GridRibbonActions.addExistingFromSubGridStandard(gridTypeCode, gridControl);
        return;
    }

    // Add some logic to retrieve information needed to filter your view if you want to


    //Update the fetch that will be used by the grid.
    var fetch = '' +
                '' +
                '' +
                '' +
                '' +
                '' +
                '' +
                '';
    // Add conditions to your fetch xml dynamically

    // Call the generic method with the rights arguments. 
    addExistingFromSubGridCustom({
        gridTypeCode: gridTypeCode,
        gridControl: gridControl,
        fetchXml: fetch,
        name: "My dynamyc custom filtered view!",
        layoutXml: '' +
               // Provide a layout xml ...
              ''
    });
}

Publish everything and it should be ok!