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Pass CustomFilter when using Xrm.Navigation.navigateTo

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Posted on by JasonMcAndrew

Hi All,

I'm using the Xrm.Navigation.navigateTo() method to launch the connection entity main form from a button.

I'm passing values into the connection form to populate the Connected From field.

I would also like to apply the addCustomFilter() method on the Role (To) field, this is where I'm getting stuck!

Does anyone know if this is possible or have any alternative ideas to interact with the form once loaded?

Thanks in advance.

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Microsoft Dataverse with Power Apps

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João Santos 323 on at

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Hi,
It's been sometime since I've used the Connection entity but you should be able to add a custom library with an onload event that then applies the addCustomFilter() to the To field.
I could be wrong, the connection form used to be very limited in the level of customisation you could do with it but I do believe it behaves like any other form right now:

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JasonMcAndrew 19 on at

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Hi Joaodsantos,

Thank you for your response, indeed you are correct about the onload event. However, I've not explained myself fully.

My Scenario,
I'm launching the connection form from a grid on the account form.
The grid is filtered to display connections where the role is of type 'Partnership'.
When the connection form is launched i wish to filter 'Role To' to display only Partnership roles.
I only want this filter to apply when triggered from the partnership grid and not for every connection hence why i want to pass through the filter from the navigateTo() method and not onload of the connection form.

Thanks
Jason

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João Santos 323 on at

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Ah, that explains the requirement a bit more, thanks for the context.
But still, I'm not sure you're able to pass that as a parameter to the form.
"Thinking out loud", I can see two ways of implementing that.
Have a hidden field that you pass as a parameter from the grid, maybe a two options called ispartnership. And if that is true on the onload you applied the addCustomFilter.
Other way is to probably create a separate form on the connections where you have the onload function running every time and you use that form id on the navigateTo() function. So the default entity form is still the same but you have this specific form for partnership connections from that grid.

also, if you are setting the connection role, maybe you can use that to decide onload if you should use the addCustomFilter or not? Not sure how that part is being done so not sure if this would work.

hope this helps

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JasonMcAndrew 19 on at

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Thank you for your suggestions Joao, i really appreciate it.

I discovered that category is a global choice so i decided to go with creating a new choice for category in the connection entity. I can now set the value of the category using navigateTo() and use that value in my OnLoad function to set the filter. It's working perfectly!

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