Linked Search select advanced fields on custom entity screen

By | January 3, 2013

As we all know about the basic function of the Search Select Advance i.e. SSA field is to ‘Find ’ and “Select”. This helps to reduce the time, efforts and avoid data entry errors.

Let us understand how the standard SSA works.

In context of an Opportunity, whenever we select a company by clicking on the magnifying glass icon a standard JavaScript function NavUrlcomp_companyid  ()  gets fired.

As soon as user selects the company name the function auto populates persons related to that company in the Person SSA field.
This function itself is responsible to carry out a search companies on click of the magnifying glass icon as well as to auto populate the related values in the Person field which we can see on the screen once the company name is selected. For example the values in the Person field as shown in the below image.
Now why I said custom entity here? Suppose you want similar behavior mentioned above on custom entity screen.

All you need to over write this standard function and change the Search condition as per your requirements. How to overwrite; Just call a JS page in custom content and simply write function definition again with the same function name. You can find entire function definition by right clicking on CRM page and selecting View Source option.

To understand how to reference JS page on custom content check below blog.
How to call the Custom Page to write your Custom Content

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