Microsoft Dynamics CRM 2015 – Filtered Lookup for “Add Existing…” Button of a CRM N:N View – SubGrid

There was a situation where it was required for a sub-grid with a view in relation N:N with the current entity that was edited. This can be easy achived by adding a N:N relationship and then adding a view and select “related only” for the sub-grid that is added to the form that is being edited.

So far so good. Then it was required for the grid to be filtered depending on the value of an option set filed. When the end user is changing the value of the filed then the new filter needs to be applied to the sub-grid.

This can be achived with the following code:

var fetchXml = ['', '', '', '', '', '', '', '', '', '', '', '', '', '', ''].join(" ");

var gridHtml = document.getElementById('mysubgrid');
gridHtml.control.SetParameter("fetchXml", fetchXml);

gridHtml.control.refresh();

The grid data is displayed correctly in the grid and it can be observed that the lookup in the sub-grid does not filter the data in the same manner as is it filtered in the grid. After all if the data is filtered in the grid it should be filtered also in the lookup.

After inspecting the DOM element of the sub-grid the solution was found to add a call for addPreSearch handler like in the following example:

document.getElementById("mysubgrid_addImageButtonImage").addEventListener("click", function () {
                setTimeout(function () {
                    var gridControl = Xrm.Page.getControl("mysubgrid");
                    var me = gridControl.$c_0.$N_4.$Y_3;
                    me.addPreSearch(function () {
                        me.addCustomFilter('');
                    });
                }, 2000);
            });

Update: CRM 2013
According to the article title, the above script works for CRM 2015. However, if you need to have the same functionality for CRM 2013 in the same manner as for CRM 2015 the script needs to be updated with “gridControl.$c_0.$I_4.$3M_3.$3_6” like in the following code:

document.getElementById("mysubgrid_addImageButtonImage").addEventListener("click", function () {
                setTimeout(function () {
                    var gridControl = Xrm.Page.getControl("mysubgrid");
                    var me = gridControl.$c_0.$I_4.$3M_3.$3_6;
                    me.addPreSearch(function () {
                        me.addCustomFilter('');
                    });
                }, 2000);
            });