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reema_agarwalreema_agarwal 

Trigger to show values in one lookup related to the value in another lookup

Hello

 

I have 2 lookup fields Contact and Asset in the cases object.

When i select a contact only the Assets he owns should be shown in the aseet lookup.

Can someone please help me with this.

 

Thanks!

 

Best Answer chosen by Admin (Salesforce Developers) 
Navatar_DbSupNavatar_DbSup

Hi,

 

You can create a lookup filter in case object.

 

For creating the lookup filter in case object follow the below steps:

  1. Setup->Customize->Cases->Fields->click on edit link present in front of Asset Field
  2. Click on insert suggested criteria choose second option  that is
    “Asset: Contact ID API Name: Asset.ContactId equals Case: Contact ID API Name: $Source.ContactId”
  3. Select insert and click on the save button

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

 

 

 

 

 

 

 

 

All Answers

Navatar_DbSupNavatar_DbSup

Hi,

 

You can create a lookup filter in case object.

 

For creating the lookup filter in case object follow the below steps:

  1. Setup->Customize->Cases->Fields->click on edit link present in front of Asset Field
  2. Click on insert suggested criteria choose second option  that is
    “Asset: Contact ID API Name: Asset.ContactId equals Case: Contact ID API Name: $Source.ContactId”
  3. Select insert and click on the save button

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

 

 

 

 

 

 

 

 

This was selected as the best answer
reema_agarwalreema_agarwal

Thanks a lot !