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Lookup filters to display contacts belonging to a particular account
Hi All,
I am stuck with a requirement where i have "Objectx__c" which is a child to case and i have field on this object which is a lookup to user.
The requirement is that when the lookup dialog(in objectx) pops up i should be able to view only those users/contacts belonging to a particular account.
Ex : If my case has "Account abc" i should be able to view contacts/users belonging only to "Account abc" in lookup and not "Account xyz".
Please tell me how to achieve this through standard functionality. And what can i use to make this work.
Note : I cannot hardcode any accountid here.
Requesting fellow developers to help me on this.
https://developer.salesforce.com/forums?state=id#!/feedtype=SINGLE_QUESTION_DETAIL&dc=Developer_Forums&criteria=OPENQUESTIONS&id=906F0000000BaGOIA0
Add an account lookup field (AccountLU) to your custom object, dont add it to any page layouts.
Setup "Lookup Helper" app to get AccountLU value populated from the opportunity - AccountID
Add this Account lookup to contact lookup filter:
Contact1: Account: Account ID FIELD = yourobject: AccountLU
Thanks Andy. I tried using URL hacking but that didn't work in my favour.