Dynaimc CRM查找字段自定义过滤视图

c#教程https://www.xin3721.com/eschool/CSharpxin3721/

实现方式参考官方文档提供的Xrm.Page.getControl(arg).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault)

参数的解释：

viewId:具体的视图id 可通过视图编辑器窗体上方的网址中复制

entityName：实体名

viewDisplayName：视图名称，可自己编写一个名称

fetchXml：过滤查询用的具体fetchXml语句，类似于编写sql，可以通过在线sql转fetchxml工具转换（ SQL2FetchXML - Free online converter that converts SQL script to FetchXML - Powered by KingswaySoft）

layoutXml：定义视图布局的 XML，格式比较固定，以一个比较简单的为例：

layoutXml = '<grid name="resultset" object="10057" jump="foton_sequenceno" select="1" icon="1" preview="1"><row name="result" id="foton_receiptid"><cell name="foton_sequenceno" width="150" /><cell name="createdon" width="150" /></row></grid>';

注意：xml的连接符号如：'<''>'不要有空格

<grid>中name可固定为resultset，也可以定义成实体名

object为对应实体的ObjectTypeCode，数据库查询或者实体浏览器中查看

select用0或1都可以 0和1对应是否可以在视图中进行查询

icon和preview固定1

<row>中的name固定result即可，id为对应的实体主键

<cell>为具体要显示的列配置，name为字段名，width为显示的宽度

isDefault：视图是否应该是默认视图 默认设置为true即可

项目中的使用示例：

1.给字段添加onchange事件

 1 /**
 2  * 选择产品代码后，根据产品资源与包装方式的关系过滤包装方式可选择的数据，添加自定义过滤视图
 3  * @param {any} productFourthId  产品代码数据id
 4  */
 5 function addPostingLookupFilterCustomView(productFourthId) {
 6     if (productFourthId == null) {
 7         return
 8     }
 9     let fetchXml = '<fetch version="1.0" mapping="logical"><entity name="new_way_of_packaging"><attribute name="new_way_of_packagingid" /><attribute name="new_name" /><attribute name="new_cost" /><attribute name="createdon" /><link-entity name="new_product_packaging_relationship" from="new_way_of_packagingid" to="new_way_of_packagingid" alias="ship" link-type="inner"><filter type="and"><condition attribute="new_product_fourthid" operator="eq" value="' + commonUtil.delBrackets(productFourthId) + '" /></filter></link-entity></entity></fetch>';
10     let layoutXml = '<grid name="" object="10047" jump="new_name" select="1" icon="1" preview="0"><row name="new_way_of_packaging" id="new_way_of_packagingid"><cell name="new_name" width="300" /><cell name="new_cost" width="200" /><cell name="createdon" width="150" /></row></grid>';
11     Xrm.Page.getControl("new_way_of_packaging").addCustomView("{DB40ABE7-FB8D-4E41-ACF8-7569ECEAB149}", "new_way_of_packaging", "包装方式过滤产品资源查询", fetchXml, layoutXml, true);
12 }

2.在页面加载时做判断显示视图 结合查找字段addPreSearch的方法

 1 //窗体onload函数汇总调用方法
 2 
 3 /**
 4  *过滤源、目标经销商来款可选视图
 5  * @param {any} type  1转出账户 2转入账户
 6  */
 7 function preAccountToParagraphFilterLookup(type) {
 8     if (!type) {
 9         return
10     }
11     if (type == 1) {
12         Xrm.Page.getControl("new_lkaccount").addPreSearch(function () {
13             addPostingLookupFilterCustomView(type)
14         })
15     } else {
16         Xrm.Page.getControl("new_targetlkaccount").addPreSearch(function () {
17             addPostingLookupFilterCustomView(type)
18         })
19     }  
20 }
21 /**
22  * 添加过滤源、目标经销商来款可选择的自定义视图
23  * @param {any} type  1转出账户 2转入账户
24  */
25 function addPostingLookupFilterCustomView(type) {
27     var fetchXml = '';
28     let amountId = null
29     if (type == 1) {
30         amountId = Xrm.Page.getAttribute("new_amountid_from").getValue()
31         amountId = amountId ? amountId[0].id : null
32         if (amountId == null) {
33             return
34         }
35     } else {
36         amountId = Xrm.Page.getAttribute("new_amountid_to").getValue()
37         amountId = amountId ? amountId[0].id : null
38         if (amountId == null) {
39             return
40         }
41     }
42     fetchXml = '<fetch version="1.0" mapping="logical"><entity name="new_lkaccount"><attribute name="new_lkaccountid" /><attribute name="new_name" /><attribute name="createdon" /><filter type="and"><condition attribute="new_approvalstatus" operator="eq" value="40" /><filter type="or"><condition attribute="new_amountid_capital" operator="eq" value="' + commonUtil.delBrackets(amountId) + '" /><condition attribute="new_amountid_parts" operator="eq" value="' + commonUtil.delBrackets(amountId) + '" /></filter></filter></entity></fetch>';
43     var layoutXml = '<grid name="" object="10174" jump="new_name" select="1" icon="1" preview="0"><row name="new_lkaccount" id="new_lkaccountid"><cell name="new_name" width="300" /><cell name="createdon" width="150" /></row></grid>';
44 
45     if (type == 1) {
46         Xrm.Page.getControl("new_lkaccount").addCustomView("{4F08B504-491C-473F-B215-FF99894870D9}", "new_lkaccount", "经销商来款过滤资金账户查询", fetchXml, layoutXml, true);
47     } else {
48         Xrm.Page.getControl("new_targetlkaccount").addCustomView("{4F08B504-491C-473F-B215-FF99894870D9}", "new_lkaccount", "经销商来款过滤资金账户查询", fetchXml, layoutXml, true);
49     }  
50 }