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Wil Pho lookup filter formula not displaying the correct contact
Hi there,
I trying to write a formula in a lookup filter so that when a user enters a contact’s name, it will only display contacts that are associated with the same parent account. The lookup filter is in a Flow.
Here’s is the formula:
Id Not In ({!PreviousStudentIds}) AND IsPersonAccount = TRUE AND NU__IsMemberFlag__c = false AND NU__PrimaryAffiliation__c = '{!TroupAffiliationId}'
We use Person Accounts data model and a custom object called Affiliation. The Accounts objects has a self-lookup relationship.
The Affiliation object has a lookup (NU_ParentAccount__c) to the Account.
TroupAffiliationId is a variable in the Flow that stores the parent account.
The filter formula is still displaying contacts that are NOT associated with the same parent account.
Any suggestion as to how to fix the formula?
Thanks,
Wil
I trying to write a formula in a lookup filter so that when a user enters a contact’s name, it will only display contacts that are associated with the same parent account. The lookup filter is in a Flow.
Here’s is the formula:
Id Not In ({!PreviousStudentIds}) AND IsPersonAccount = TRUE AND NU__IsMemberFlag__c = false AND NU__PrimaryAffiliation__c = '{!TroupAffiliationId}'
We use Person Accounts data model and a custom object called Affiliation. The Accounts objects has a self-lookup relationship.
The Affiliation object has a lookup (NU_ParentAccount__c) to the Account.
The filter formula is still displaying contacts that are NOT associated with the same parent account.
Any suggestion as to how to fix the formula?
Thanks,
Wil
Hi Will,
Please refer this example for logic :-
https://salesforce.stackexchange.com/questions/70887/lookup-filter-to-display-contacts-related-to-selected-account
This may help you.
Regards,
Priya Ranjan