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guppyguppy 

Create a Filtered search lookup for opportunity?

This is a frustrating problem to solve because the solution is already there in "native" fields with Lookup filters BUT they don't work for the opportunity.  So here's the problem:

 

On a case object, we have the case creator pick an opportunity for the case to be associated with.  Only opportunites with a flag set are valid to be chosen.  So the user adds the case and selects the chooser (Search lookup) for an opp but AGH, they get the entire list returned and there are squillions.  What I'd like to be able to do is filter the search to only opps with flag ABC set.

 

Now, Lookup filters do exactly this but they are not available on opps (why oh why..).  So...anyone have any ideas of another way I can override the functionality of the search for opps?  Perhaps with some VF or Apex?  I really don't want to over-ride the entire opportunity functionality, just the search...

 

Cheers


Dave

kka_zzzsaikka_zzzsai

You got a solution for this?

AlpersfAlpersf
I need major help with this too.