Question

filter detail by section look up field

10:50 Nov 28, 2018

Hi Community,

How can I filter the detail based on the selected look up field. The list in detail will depend on the selected value in the look up so every time the user will change the value of look up the detail list will change also.

Thanks

2 comments

Dean Parrett

13:58 Nov 28, 2018

Dear Fulgen,

Hope you are doing great.

Unfortunately, there are no any basic tools in the system to implement this idea, however there is one solution. You can make up a business processes that will trigger once you modify some lookup data on a page. For instance, once you change the account type to some particular one, the business entity detail will also be changed according to the account type.

Hope this solution will help you.

Best regards,

Dean

Van Ly

05:45 Sep 10, 2019

I can bring Contact's Communication options to Lead's detail by binding Communication options.Contact to Lead.Contact field. Maybe you want similar behavior?

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