I've created a lookup field on the Case object called Current Owner. While similar to attaching an Owner or Contact to the case, I want this field to pull from a custom object called Current Owner that is a pre-set list of users/owners that I want to choose from within the Current Owner case field. However, I want the list to be filtered based on the Case record type that I'm creating.
For instance, by custom Current Owner object has Type and Name as the fields. The Types are: Engineering and Testing. The Record Types for my Cases are Engineering and Testing. What I want to have happen is if I select Record Type Engineering when creating a Case, I want my Current Owner lookup to only select Names in the Current Owner custom object where Type = Engineering.
How can this be done? Thanks in advance.
When someone takes the time/effort to repspond to your question, you should take the time/effort to either mark the question as "Solved", or post a Follow-Up with addtional information.
That way people with a similar question can find the Solution without having to re-post the same question again and again. And the people who reply to your post know that the issue has been resolved and they can stop working on it.