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Ab Filtering a lookup based oncertain filters
Hello,
I have a lookup on the "opportunity" to the "contact".
Once the user clicks on this lookup, tit should only show all the contact which are XYZ. Xyz is a field that is checked on contact.
Thank you for suggestion
I have a lookup on the "opportunity" to the "contact".
Once the user clicks on this lookup, tit should only show all the contact which are XYZ. Xyz is a field that is checked on contact.
Thank you for suggestion
You can achieve using filtered lookup while creating lookup field on Opportunity. Please use below steps:
New Field - > Lookup Relationship - > Select Object(Contact) - > Click on 'Show Filter Settings' -> Under Filter Criteria Select Contact's XYZ Field, Operator as 'Equal', Value / Field as 'Value' and the Value will be 'True'. Please refer below screenshot:
Best Regards
Tikam Sangwani