You know how sometimes you have an object whose records really are a short "list", and you have a lookup field to that object somewhere, and instead of the usual "magnifier glass" search-y style of UI to fill in that field, you'd really like a picklist-y style control?
Has anyone ever seen an add-on that somehow gets this piece of trickery done?
For example: I have a custom object called Fund. A Fund is a restriction on a donation. Fund needs to be an object rather than a picklist because all sorts of useful info about each Fund needs to be stored in SF. Every donation is restricted to a Fund, so I have a required lookup field to Fund on Opportunity. There are about twenty Fund records. The data entry staff has to know part of the name of the Fund they want to select in order to use SF's lookup field UI. Wouldn't it be nice if they could get a picklist on the screen with those 20 items, then when they picked their item, that name would get flled into the Fund field just as if they had typed it?
Actually, if there are say, 20 records, building that out in Process Builder would be a bit tedious. Better yet, use a visual workflow that will lookup the appropriate fund record based on the picklist value selected. That way, if you add more fund records, all you would have to do is update the picklist and let the VWF do the rest of the heavy lifting.
