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Miguel Egas 7 How to create a lookup filtered list between two custom objects
Hi folks, looking for some ideas on how I can assign a record from a custom object to another. I am creating a demo request custom object where users will create a request for a Demo equipment for a Customer contact. Thus I have two custom objects: Demos and Equipment. What I want to do is to create a lookup in the Demo object that will select a item from the Equipment object that has not been assigned to any other contact, in other words the lookup should only show available equipment. After the demo period ends the equipment should be release backed to availability. Any thought I could accomplish this?
Please follow the Salesforce help article I've included below.
https://help.salesforce.com/s/articleView?id=sf.salesforce_maps_adv_prepare_customoutput_lookup.htm&type=5
Related links for a better understanding
https://developer.salesforce.com/forums/?id=906F00000008o1oIAA
https://salesforcefaqs.com/lookup-field-with-filter-in-salesforce/
Please mark it as Best Answer if the above information was helpful.
Thanks.