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:

Graphical user interface, application Description automatically generated

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