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Varalaxmi Jangay 6
Only below hierarchy user must be visibe in the lookup dialod box while changing the record owner
Hi,
I have a requirement,
While changing the owner of the record, only the user in the below hierarchy must be visible in the lookup dialod box, as shown in the figure
I have a requirement,
While changing the owner of the record, only the user in the below hierarchy must be visible in the lookup dialod box, as shown in the figure
There is a concept like lookup filters.Can you try with lookup filters.
Link for setting lookup filters: https://help.salesforce.com/articleView?id=fields_lookup_filters_examples.htm&type=5
Let me know if need more help
Thanks
Prathyusha