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Limiting a product selection on custom object based on catalogue chosen in opportunity
Hello,
I have a product lookup on a custom object.
I want to let user select from products of a particular catalogue only.
this catalogue will be decided by what is choosed bythe related opportunity.
So, if i want to limit a product seledction based on catalogue chosen from opportunity in a custom object,
what are possible options, please .
I have a product lookup on a custom object.
I want to let user select from products of a particular catalogue only.
this catalogue will be decided by what is choosed bythe related opportunity.
So, if i want to limit a product seledction based on catalogue chosen from opportunity in a custom object,
what are possible options, please .
You can add a lookup filter to the lookup fields. In this way only those records will be displayed which meets the filter criteria. You can add lookup filter like this Go to Setup -> Custom Objects -> Fields Section -> Select and Edit the Lookup field -> you will see lookup filters option there -> Add the required filters and make the filter optional or required based on your requirement.
Let me know if you need any further help or information on this.
Thanks,
Abhishek Bansal.