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MClovis Search Lookup Restriction
Hi -
I have created a custom object called Customer Projects and a required* lookup field in Cases pointing to this object. My question is: how do I limit the lookup or search results to those Customer Projects that are associated w/ the Account associated w/ a Case.
Does this make sense? Please help.
Thanks,
Mike
I have created a custom object called Customer Projects and a required* lookup field in Cases pointing to this object. My question is: how do I limit the lookup or search results to those Customer Projects that are associated w/ the Account associated w/ a Case.
Does this make sense? Please help.
Thanks,
Mike
I think this is one of the most requested features and to be honest I thought something like 'smart' lookups was about to be released in the latest release. It seems lookups still don't offer this function, though, only auto-completion and enhanced lookup filtering have been added....unfortunately.