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Scenario: I have two record type set up on Program Engagement object. On Program engagement, there are lookup filed : Program Cohort. I want to filter the Program cohort lookup value based on the record type. I can't add lookup filter on the Program Cohort field.  

Reason :This Custom Field Definition is managed, meaning that you may only edit certain attributes.   

Can anyone please advice and how can I filter the lookup records

 

#PMM #Lookup Relationship #Record Type

답변 4개
  1. 2022년 7월 24일 오후 8:33

    Thanks @Heidi Norgaard and @Amey Priolkar for response. I found an alternative solution to my scenario. In flow, I created a record choice set for the Program cohort and filtered it using Id. I used that record choice set in the picklist. Now, I can filter the Program cohort picklist based on my selection.

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