Filter Regarding using JavaScript

Introduction:

In this blog we will learn how to filter regarding based on another option set field. Also, we shall understand how we can set the default view for regarding.

Solution:

The below script will run on field change of “Type”, this is the option set based on which the regarding will be filtered.

 Regarding: function (execContext) 
{
        var formContext = execContext.getFormContext();
        if (formContext.getAttribute("type").getValue() != null) {
            Type = formContext.getAttribute("type").getValue();
            switch (Type) 
{ case 1:    formContext.getControl("regardingobjectid").setEntityTypes(["contact"]);               formContext.getControl("regardingobjectid").setDefaultView("{00000ABC-0000-0000-00BG-000010000147}");  
  break;
  case 2: formContext.getControl("regardingobjectid").setEntityTypes(["quote"]);       formContext.getControl("regardingobjectid").setDefaultView("{00000ABC-0000-0000-00BG-000010000147}"); 
  break;
   }
        }
             }

Here, the Entity Type- will be entity you want to show in regarding and default view will be the view whose id is set in this script.

Output:


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