Hello, i am asking about a way to make a selection based on Users that have a Certain Role into the lookup, so essentially i want to make a Dropdown Field that shows all the users that have a certain role, i did some research on my own and found out that there is a built in Role to users Lookup called "User In Role" now i am trying to make it so that the dropdown only shows the Users that has the Role Sales
Right now i am unable to show the dropdown i researched some more and found out that the Display Value is Null, and i cannot select a Lookup as the Display Value, how do i set it so that i can Display the User as Display Value and Filter it by the Role?
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It sounds like a better fit for this would be to create your lookup on Contact (instead of User In Role) but to filter that lookup using the Object Business Rules' "Static Filter" so that someone can only select Contacts which have a record in User In Role with the Role "Sales".
See below for how this would be set up, using "System administrators" role instead for demo purposes:
It sounds like a better fit for this would be to create your lookup on Contact (instead of User In Role) but to filter that lookup using the Object Business Rules' "Static Filter" so that someone can only select Contacts which have a record in User In Role with the Role "Sales".
See below for how this would be set up, using "System administrators" role instead for demo purposes:
Absolutely correct! The best approach is to create a lookup on Contact (or SysAdminUnit) and apply a Static Filter via Object Business Rules so that the dropdown only shows users with the desired role, for example, “Sales.”
This allows you to:
- display users properly in the Display Value;
- limit selection to only those with the role;
- avoid issues with a null Display Value in User In Role.
Valeriia,
how about having a filter system that checks the Current User then check their contact (in the contact of Customer 360 add in a Team Lookup(data = Team 1, Team 2, Team 3)) then determine which record to show based on the selected team, can this also be done by Static filter or does this require Organization, Functional Roles?, i'm trying to make it based on a selected lookup
Michael Fernando Handoyo,
Sometimes this can be done with the (non-static) filter, but I don't often find that does what I need it to. I normally end up using this method: https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-crea…