FilterPlugin

Plugin to allow for formatting name of filter lookup result.
So rather than this where the names are exact and you can't differentiate:

you can add additional columns to be able to distinguish the difference between records:

For a full walk through video of what it is, and how to install it, see the video!

Install

Download the plugin assembly (DLaB.Xrm.Filter.Plugins.dll) from the latest release on the releases page.
Register the plugin to your org using the plugin registration tool
Register two "RetrieveMultiple" plugin steps, Pre-Operation and Post-Operation for the entity(-ies) that you want to update the name format of.
- Paste JSON config in the Unsecure Configuration for both steps (or alternatively, leave it blank which will fall back to using the Lookup View for the entity).
That's it. Go and test the formatting!

Plugin Config

Lookup View Columns

* Note - The recommended approach is to define JSON that is specificed in the pugin step registrations * If no values are entered for both the Secure and Unsecure configuration of the plugin registration, the plugin will default to using the first 3 columns defined in the LookupView for the entity.

Config Options

Name	Type
attributes	Array of attribute.
attributes[].attribute	(Required) The name of attribute to be used in the format string for the display name.
attributes[].maxLength	(Optional) The maximum length of the string. If the attribute is longer than the max length, it will be truncated. If no maxLength is provided, the string will not be truncated.
attributes[].prefix	(Optional) A prefix to include if the attribute has a value (i.e. contains at least one character that is not white space)
format	The format of the display name. This format uses composite based formatting options allowed by the .net string.Format method.
nameAttribute	The name of the display name of the entity

* Please note: All names must be the logical (lower case) name of the attributes

Example Config

The following example config

{
    "attributes":[
        {
            "attribute":"fullname",
            "maxLength":40
        }, {
            "attribute":"parentcustomerid",
            "maxLength":30,
            "prefix":" - "
        }, {
            "attribute":"address1_stateorprovince",
            "prefix":", "
        }],
    "format":"{0}{1}{2}",
    "nameAttribute":"fullname"
}

Given an entity with the name, account, and state of "Bob Smith", "Acme", "Alaska" respectively, the display name in the lookup would be "Bob Smith - Acme, Alaska"

daryllabar / FilterPlugin