Is it possible to create a filter which limits the end-user to associate the "new" with a contacts only associated with the account and vice versa.
Example - Account ABC has contacts Nate, Mary, & Bill. When creating the new from the custom object I only want Nate, Mary, & Bill to appear in the lookup screen.
Is there sometype filter setting I can use?
2 risposte
You can add a lookup filter like that but I believe it will only work once the record has been saved, which doesn't help you in this situation. In other words, if you create a new [custom object] record and enter an Account and hit save, a lookup filter can be enabled that will limit your options on the Contact field to only show Contacts related to that Account. But since these are master-detail relationships, you will not be able to save with only one of them filled in. And if you are creating a brand new record that hasn't yet been saved, your filter doesn't have a way to know which Account use for filtering.
I think your only options is to use Visualforce. I would recommend using visual workflow, but you can't put Lookup fields on a Flow Screen. There might be a workaround there but I think it would be really messy.
