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Vijay Nagarathinam
Lookup filter issue
Hi,
I have used one lookup field, this will be a look-up field to users. Should use look up filter so that we are looking only users who have standard salesforce license
How to use lookup filter for this logic?
Let me know your suggestion on this.
Thanks,
Vijay
I have used one lookup field, this will be a look-up field to users. Should use look up filter so that we are looking only users who have standard salesforce license
How to use lookup filter for this logic?
Let me know your suggestion on this.
Thanks,
Vijay
Follow the steps given below,
1) Create a custom formula field on User Object named "User_License1" as text data type and use the formula Profile.UserLicense.Name
2) Then set Lookup filter Criteria as User_License: User_License - equals - value - Salesforce Platform
Refer Screen Shot:
Thanks & Best Regards,
Vignesh.B