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Mansi_Kat Dependent Loook Up Filters
I want to create a dependent look up filter between Accounts and Contacts Object. currently, I have Broker Contact and Customer contact and similarly, Borker Account and Customer Account. I want on contacts page, when a user select Account Name (lookup) it should be dependent on that particular contact record type. For Ex: If a user is accessing a customer record type contact and he wants to look up a account name, it should list only customer account records and not show both types.
i was trying to create this rule through new Look up Filter (Beta) option, but i am not able to make this work. Can anyone please help?
Thanks!!
Hi Mike,
Thanks for the response. It did work for me now. I found a solution for this one. In order to match the account record type with contact record type I had to do this:
Account Name: Type equals Customer AND and Contact: Contact Record Type equals Customer
All Answers
I believe this is a current limitation of the new feature. Was trying to apply a filter to a lookup of a master-detail object. Had to copy the value down from the parent record using a trigger in order filter my lookup on then child object.
Difficult to explain as it would seem pretty obvious functionality.
Hi Mike,
Thanks for the response. It did work for me now. I found a solution for this one. In order to match the account record type with contact record type I had to do this:
Account Name: Type equals Customer AND and Contact: Contact Record Type equals Customer