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Filter lookup
Posted: 25 Feb 09 3:58 PM
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| 7.5 - Is it possible to filter the lookup to add an opp contact to show only the contacts associated with the parent account of the opportunity? Thanks |
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Re: Filter lookup
Posted: 26 Feb 09 5:27 PM
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| That would be nice. I have been waiting for the 2nd release of sp1. lol. Seriously, is this fixed in sp1? Thanks |
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Re: Filter lookup
Posted: 03 Mar 09 2:38 PM
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| From my testing, this is resolved in SP1, which I believe is now released. |
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Re: Filter lookup
Posted: 03 Mar 09 2:40 PM
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| Thanks Andy. I will be installing sp1 in dev tomorrow. I trust my results will be the same. |
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Re: Filter lookup
Posted: 11 Mar 09 5:20 PM
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Were they? We have a 7.5 customer who is complaining about several contact lookups that are not filtered by the current account. I want to be able to assure them that a SP1 upgrade will address these issues.
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Re: Filter lookup
Posted: 12 Mar 09 3:08 PM
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| SP1 did not fix this for me.. Can anyone point me in the right direction as to how I can code the opp contacts lookup to only show contacts related to the parent account of the opportunity? Thanks |
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Re: Filter lookup
Posted: 13 Mar 09 9:32 AM
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Hi Steve,
Did you try using the new look-up wizard in SP1?
Carla` |
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Re: Filter lookup
Posted: 16 Mar 09 2:54 PM
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| Hey Carla - since you mention the new lookup wizard, have you noticed that if you use the lookup wizard to set properties for a lookup control that those properties do not appear in the AA properties window in bold, as edited-with-value properties normally do now in AA? Just a little issue I found during my playing with it. It's not a huge issue, but it did make me wonder the first time whether the wizard actually set the properties it was supposed to.... |
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Re: Filter lookup
Posted: 18 Mar 09 9:49 AM
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SP1 has not fixed this lookup on three seperate systems I have upgraded. So can anyone else confirm this is working out of the box? I haven't customized anything in opps..
I took a look at the wizard, but need the lookup that pops up from the toolbar to be filtered. I can't seem to launch the wizard to configure this lookup launched from the (+) toolbar button. I noticed that onchange of the lookup it is calling an Insert Association Action to associate the lookup to the dtsOppContacts data source which the wizard doesn't seem to understand when I drop a lookup on the form... |
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Re: Filter lookup
Posted: 03 Apr 09 12:23 PM
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| Ok, Sage has confirmed this is not oob functionality in the web - or the lan for the last few versions. I need to come up with a custom solution it looks like. Has anyone customized this yet (Filter add opp contact lookup launched from (+) on only contacts in the opp's parent account)? What approach did you take? I am leaning towards a custom .net form but would love to hear other suggestions. thanks |
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Re: Filter lookup
Posted: 03 Jun 10 10:06 AM
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Hi
I know this is an oldish thread but info should be useful for others looking for same solution.
Place the following code in a C# Snippet Action Item in Load Actions for the OpportunityContacts form
// ----------------------------------------------------------------------------------------------------------------------
Sage.Entity.Interfaces.IOpportunity opp = BindingSource.Current as Sage.Entity.Interfaces.IOpportunity;
if (opp != null)
{
if (opp.Account != null) { lueAssociateContact.SeedValue = opp.Account.Id.ToString(); }
}
// ---------------------------------------------------------------------------------------------------------------------- |
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