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BrianWK
Validation Rule: "Filter" valid Lookup options from Account Lookup
Hey everybody.
We have a custom lookup field on our Account page that is a lookup to other Accounts. At this time, any Account could be selected and saved successfully.
I'm looking for a way to only allow Accounts with type "GPO" to save successfully in this lookup field. I was hoping I could do this using a validation rule, but I'm having difficult trying to find what the "Type" field is on the Lookup Account.
Does anyone have any suggestions or could point me in the right direction. I thought since it was a lookup field I could use the new Cross-object validation options, but that does not appear to be available for our Account Lookup field.
Thanks
Again, I really just need to verify that the account in the lookup field (Gpo) has "GPO" in the 'Type' field of the Account
Hi,
Try this by "Enhanced Lookups" in setup -- customize -- search, and check it for account.
And choose the field: By Account -- search layout -- edit "look up filter field",.
Thanks,
Ganesh