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Not able to put lookup filter on the basis of other lookup on same object
Hi all,
Wish you a happy new year...
On case, I've 2 lookups. One on Product and another one on Asset. I want to add a lookup filter on Product lookup, so that I could see only those Products which have the same Group as Product family of selected Asset.
But, I'm not able to get Product family of Asset, while putting the criteria.
Can anyone help me to achive this?
Thanks in advance...
Wish you a happy new year...
On case, I've 2 lookups. One on Product and another one on Asset. I want to add a lookup filter on Product lookup, so that I could see only those Products which have the same Group as Product family of selected Asset.
But, I'm not able to get Product family of Asset, while putting the criteria.
Can anyone help me to achive this?
Thanks in advance...
Step 1: Store the Asset Product Family in formula field of case while inserting.
Step 2: While updating Select the Product lookup, now you can set the filter criteria according to the formula field value.
All Answers
Step 1: Store the Asset Product Family in formula field of case while inserting.
Step 2: While updating Select the Product lookup, now you can set the filter criteria according to the formula field value.