Prod A is only at 1
Prod B is at 1 and 2
Prod C is at 1 and 3
On the lead object we have a lookup to the product object so a user can select what product the lead in interested in. We also pull a small amount of data from the Product object onto the lead page layout via formula fields for visual confirmation that the right product was chosen.
What we now need to do is allow a user to select what supplier to use when creating the lead record. In order to do that we'd need to values from the possible suppliers that is stored on the product object visible on the lead record. And then we'd need the user to be able to select one of the available options.
I think this can be accomplished with a lookup field that uses a lookup filter. But I'm having trouble wrapping my head around how to write that part. Any help would be appreciated.
1 risposta
Hi,
The lookup fields allow you to associate two records together in a relationship, the supplier is not a record but a field on the product object.
I think you can achieve this if you actually create a custom object "supplier" and then play around with the object relationships.
