I have a junction object relating Contacts to Courses (custom object). The courses are taught by several Contacts. The Contacts teach several courses. I have the junction object working correctly and both objects correctly appear on the related list of the other. I want to filter the Contacts that can be selected in the master detail lookup based on a criteria (the Contact's Account must equal the Course's Account). If a contact can only teach a course that is at the same account for both. I then want the same filter in the other direction. I want to filter Courses that are related to the same account as the Contact. In the filter criteria however I can't access any related lists in the junction object. 1) Should the filter be on another object e.g. Course or Contact? 2) How do I filter in the junction object. See screenshot. Thanks. https://prnt.sc/200w4pw
Hi Daniel, that validation rule will fire the accounts are equal. Since you want them to be equal I would try to set up the rule to fire if they are not equal.
