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Dtatype ' Lookup(Contact,Lead)'
I have a requirement where I need to send sample requests to Contact or Lead which is achieved with a 'Sample Request' custom object with look up relationship to 'Contact' as well as 'Lead'. There will a 'Sample Request' button in the Contact Page and also one on the Lead Page. When user clicks on Sample Request from Contact, I should show only Contact look up whereas when it comes from Lead, it should show only the Lead look up. I had to create 2 page layouts to accomplish this and assign unique record types for the 'Sample Request' custom object.
I am wondering if this can be achieved similar to how 'Name' field works in 'Task' UI. In 'Task' standard object there is field called name which is of datatype ' Lookup(Contact,Lead) ' This provides a UI which contains a dropdown with 'Lead' or 'Contact' values together with a text field and a lookup icon.
Doing some research I do not think this is a standard feature available.
If this can be done, I need only one page layout.
Any suggestions
Short answer - you can't duplicate the Task type WhoId which points to multiple objects.
However, this sounds a lot like CampaignMember minus the campaign - that approach might help as we auto-filter to show only the lead or contact info. Maybe you could use a dummy campaign and relable the lists "Sample request"?
Also, in the next release (June 2010), we'll be enabling lead & contact fields in campaign member formula fields.
Has there been any change on this answer? I am trying to create a simple "Web Quote Request" object that can be attached to either a lead or a contact. The idea being that this new custom object would act as a sort of "opportunity lead", and once qualified it would be converted into standard opportunity or merged with an existing opportunity.
The record type idea with multiple page layouts sounds like a viable work around, but I am not sure it is the best way to go. It would be nice to have a 'Lookup(Contact,Lead)' option much like tasks works.
Also, I am not sure what would happen to the custom object once the lead has been converted.
Any ideas would be greatly appreciated!
Thanks
Bump!
There is a 2 level lookup from task to lead.