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caterina ferrigno 8 Lookup Filter between two standard objects
Hi,
I have a standard object Account with a field named "Società controllante" and another one Quote with a field named "cliente di fatturazione";
I want to create in "cliente di fatturazione" a look up relationship with account, but only accounts that have as their "società controllante" the account to which the quote is tied. So, I have to create in "cliente di fatturazione" this look up relationship and a lookup filter.
How can I create this lookup filter?
Thanks guys.
I have a standard object Account with a field named "Società controllante" and another one Quote with a field named "cliente di fatturazione";
I want to create in "cliente di fatturazione" a look up relationship with account, but only accounts that have as their "società controllante" the account to which the quote is tied. So, I have to create in "cliente di fatturazione" this look up relationship and a lookup filter.
How can I create this lookup filter?
Thanks guys.
To build lookup filter. please follow below steps:
1. Setup --> Objects --> custom field.
2. Edit next to custom field.
3. Scroll down and add filter criteria.
Hope this will help you, do let me know if you face issues.
Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
All Answers
To build lookup filter. please follow below steps:
1. Setup --> Objects --> custom field.
2. Edit next to custom field.
3. Scroll down and add filter criteria.
Hope this will help you, do let me know if you face issues.
Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
thank you very much!