Filter data grid values

While often times the values of a sub-grid can be defined only through the grid settings, you will find that there are situations where you want the grid to display a set of custom results. You can control the results selection/filtering using FetchXML, and here’s how to do it:

First off, I have a function that triggers on page load. It looks like this:

function PopulateRecentCaseSubGrid() {
    var ruleConditionID = Xrm.Page.data.entity.getId(); //Get Rule ID  
    var ruleConditionName = Xrm.Page.getAttribute("new_name").getValue();
    if (ruleConditionID != null) {
        var guid = ruleConditionID.substring(1, ruleConditionID.length – 1);
        var fetchXml = "<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>" +
                       "<entity name=’incident’>" +
                       "<attribute name=’title’ />" +
                       "<attribute name=’ticketnumber’ />" +
                       "<attribute name=’casetypecode’ />" +
                       "<attribute name=’statecode’ />" +
                       "<attribute name=’new_project’ />" +
                       "<attribute name=’ownerid’ />" +
                       "<attribute name=’incidentid’ />" +
                       "<order attribute=’title’ descending=’false’ />" +
                       "<filter type=’and’>" +
                        "<filter type=’or’>" +
                         "<condition attribute=’new_rule_condition1′ operator=’eq’ uiname=’" + ruleConditionName + "’ uitype=’new_rulecondition’ value=’" + guid + "’ />" +
                         "<condition attribute=’new_rule_condition2′ operator=’eq’ uiname=’" + ruleConditionName + "’ uitype=’new_rulecondition’ value=’" + guid + "’ />" +
                         "<condition attribute=’new_rule_condition3′ operator=’eq’ uiname=’" + ruleConditionName + "’ uitype=’new_rulecondition’ value=’" + guid + "’ />" +
                         "<condition attribute=’new_rule_condition4′ operator=’eq’ uiname=’" + ruleConditionName + "’ uitype=’new_rulecondition’ value=’" + guid + "’ />" +
                         "<condition attribute=’new_rule_condition5′ operator=’eq’ uiname=’" + ruleConditionName + "’ uitype=’new_rulecondition’ value=’" + guid + "’ />" +
                        "</filter>" +
                       "</filter>" +
                       "</entity>" +
                       "</fetch>";

        setTimeout(function () {
            PopulateGridFetchXML(‘Compliance_Cases’, fetchXml);
        }, 5000)

    }
}

This defines the FetchXML with all the required filters, and calls another function called PopulateGridFetchXML.

function PopulateGridFetchXML(subGridName, fetchXML) {

    try {

        var subGrid = document.getElementById(subGridName);
        subGrid.control.SetParameter("fetchXml", fetchXML);
        subGrid.control.refresh();

    } catch (err) {
        alert(err.message);
    }
}

Our PopulateGridFetchXML function takes in the name of the sub-grid we want to refresh, along with the fetch query. It simply sets the FetchXML parameter to the grid, and calls a refresh on it.

You can build your FetchXML using advanced find or manually.

Enjoy!