Filter related contact in lookup

Hi all,

            How can I custom the filter of lookup to show only related contacts of a selected primary contact? For example:

- I have a lookup primary contact.

- When I select a contact, the lookup related contact will be filtered by related contacts with the primary contact.


Toàn Mai

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If your filter is relatively simple, this could be achieved with Business Rules:…


For more complicated lookup filters, you may need to use the "filters" property of the lookup attribute, as explained here:…

Harvey Adcock,

Thank you, I will try with the second solution, because process rule can't resolve my problem.

Toàn Mai

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