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RajaMohanRajaMohan 

Lookup Based on Account

Hi,

 

In Case, we are having the Account Lookup field. In the same way I have created a contract lookup field. Now I want the related contracts only to be displayed in the lookup for that specific Account.

 

Is there any way to achieve this? If so then give me some example.

 

Thanks

Raj

forcedotcomforcedotcom

I think you might want to take a look at the new Lookup Filters functionality (currently still beta) - that should do what you have described.

RajaMohanRajaMohan

Hi,

 

But the Lookup Filter criteria is not coming for the contracts. I am unable to see that if I create a lookup for contract.

 

 

Regards

Raj

Pradeep_NavatarPradeep_Navatar

Try doing it by using related lookup filters :

 

Primary Contact: Account Name IDequalsAccount: Account ID

 

This works for contact and Account standard object. In my opinion, contract standard object does not provide lookup filters.

RajaMohanRajaMohan

Hi Pradeep,

 

Thanks for your reply.

 

Can you suggest me how to do the same based on Contracts. That is, If I select some contracts then the Accounts lookup needs to populate based on that.

 

Pls help me.

 

Thanks

Raj