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digitsung Conditional Lookup
Can you setup conditional lookup? ex. I have created a new custom object 'Interest' which has master-detail relationship to 'contact' object. In addition, I like to setup another field that would store the 'account' record associated with the 'contact' record in the 'Interest' object. It doesn't look like this is easily done. Does anyone have an idea on how to solve this?
In detail,
[Interest]object contains
{Interest_Contact} field -> linked to [Contact] standard object
{Interest_Account} field -> must link to the {Interest_Contact}'s [Account] record.
During the data entry phase, it is quite easy to automatically link [Contact] record to a new [Interest] record. However, when you try to enter {Interest_Account} field via the lookup table, you get all [Account] records instead of the one that is associated with the {Interest_contact}. How do you program the setup so that it either automatically fill the {Interest_Account} with the proper [Account] record or only display the [Account] record associated with the {Interest_Contact} record?
Ted
In detail,
[Interest]object contains
{Interest_Contact} field -> linked to [Contact] standard object
{Interest_Account} field -> must link to the {Interest_Contact}'s [Account] record.
During the data entry phase, it is quite easy to automatically link [Contact] record to a new [Interest] record. However, when you try to enter {Interest_Account} field via the lookup table, you get all [Account] records instead of the one that is associated with the {Interest_contact}. How do you program the setup so that it either automatically fill the {Interest_Account} with the proper [Account] record or only display the [Account] record associated with the {Interest_Contact} record?
Ted
DevAngelTed, this is not really supportable in the app today.
donovankruger.ax255By any chance is this feature forthcoming?