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Scenario Overview

To enhance the user experience when creating an Opportunity we want to only show the Accounts that are either owned by the current user or a team they belong to when the user clicks the search button for the look up field. 

 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type 'ClientSide - Perform Action' is created and set to run on the Onload event of the Opportunity form
  • When the form is loaded the Account lookup field is prefiltered according to the filter parameter specified by a fetch-xml fragment (we only used the filter part of a fetch-xml query)

North52 Decision Suite Steps

The following set of steps outline how to create this Formula:

  • Create a new formula of type 'Client - Perform Action'
  • Set the Event picklist to 'Create & Update'
  • Set the Source Entity to 'Opportunity'
  • Set the Source Property to 'OnLoad' for each form you wish the filter to apply (CTRL-Click to select multiple)
  • Copy and paste the formula below into the formula
  • Click Save
  • Update the formulashortcode parameter in your formula to match the Short Code of your formula
  • Click Save
  • From the N52 Commands menu select 'Publish formula'

Formula

/* filter the Account lookup field so that only Accounts owned by current user or a team they belong are shown */

AddPreFilterLookup('parentaccountid', 
  'd0H', 
  '<filter type="and"><condition attribute="ownerid" operator="eq-useroruserteams"/></filter>', 
  'account')

This formula can be easily modified with your own filter criteria and/or to target a different lookup field

Did you know?

North52 Decision Suite works with vanilla Common Data Service instances

The North52 Decision Suite works with Common Data Service instances which have not had any Microsoft 1st Party apps applied (Field Service, Customer Service, Sales Enterprise, etc). This means you can use our no-code advance business rules engine in your custom Model Driven and Canvas Power Apps! 

It is the same solution which has been powering Microsoft Dynamics 365 CR/CE for many years. You get a mature, robust solution with proven capabilities (over 500 functions) that allows you to build complex decision logic for use in your custom apps.

Learn more about the North52 Decision Suite or contact our team for more information 

Keywords: AddPreFilterLookup, Formula Manager