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mdavis.ax765 Filter on lookup field, based on role (not on the current user)
Business need: I need to create a lookup field on the Opportunity object that looksup to the user records so that the rep can select the SC that is working on that account with them. Ideally, this list of fields in the lookup table would be filtered to show just users in the system with the Role of Solutions Consultant
Issue I have been hitting is its using my filter on the running role id.
Thanks,
Mike
Hi,
Try below steps.
1. Click on the lookup field name.Let say name of the field is "User"
2. Click on edit .
3. In filter criteria Select the field name "Let say field name is User" ... Using arrow key scroll to the Role Name.
4. Select Operator "User: Role: NameStarts with Value SC."
5. Select Filter Type Required
6. You can also display error message by entering some custom message.
7. Click on save.
Please mark as resolved it it helps you.
Cheers
Sanj
The following should work for you:
Current Lookup
User: Role: Name = Solutions Consultant