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Limit Lookup Field Based on Criteria
We have a custom object for Sign Postage that we attach to Request Tickets for our agents to check out Inventory. When the dispatcher is selecting an Inventory (Record Type = Sign Postage) Item to attach to the ticket to mark it as checked out, is there anyway we can limit the lookup field to only show the Sign Postage where a custom field Sign Status is marked as "Returned" rather than "Checked Out?"
This way we can guarantee that we wouldn't accidentally assign a piece of inventory for pickup that has already been checked out and is in the field.
This way we can guarantee that we wouldn't accidentally assign a piece of inventory for pickup that has already been checked out and is in the field.
Did you already try the lookup filters (restricted list for the standard objects but all the custom objects are available)?
https://help.salesforce.com/articleView?id=fields_lookup_filters.htm&type=5
https://help.salesforce.com/articleView?id=fields_lookup_filters_defining.htm&type=5
All the best
Alain