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CRMUser23
Filter Contacts in lookup
I created a custom lookup on Contacts table, I need to see only contacts that belong to "x" contact r\ole when I hit the search/lookup. Is it possible to filter contacts as per my requirement?
Also I need to lock the Custom Lookup field once the contact is`selected... Please advice
You can't filter lookup dialogs with the current release, but know that you're not alone...
In the current release, you can either write a validation rule to enforce that the lookup field is read-only once a value is in place (And(Not(PriorValue(Contact__c)=""),IsChanged(Contact__c))), or you can use record types (if you're in a profile-enabled organization) to lock the field to all but admins after the initial edit (or Apex Triggers, but that's a bit overkill).
~ sfdcfox ~
Thankyou.