I'm trying to limit the selection of a person by their organizational role. Contact and Employee sections don't surface the roles associated with the user. Trying to assign the User in roles or similar lookup generates the error, "Property 'Displayed value' is not set in the selected lookup. You cannot select values from this lookup without this property. Set this property in 'Advanced settings' section and try again." How do you filter a Lookup column in an Edit page to only display contacts or users with a specific organizational or functional role?
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Dear Janine,
It is not possible to display the user's roles on his contact page. However, if you need to filter the contacts by their roles, as a workaround you can make up the following filter in the section - http://prntscr.com/n0zv8p
You can also modify the highlighted part and choose the required roles that will be displayed.
Best regards,
Dean