Hi All,
Is it possible to filter a picklist by a record type. This is the scenario I have.
I have two types of opportunities - 1. Donations, 2. Grants
I want to create a relationship of case back to Grants. E.g. When I create a new case, the user can link this case back to a particular record of Grants.
I have been able to create the custom lookup field to Opportunities on the case layout. This lookup displays all the opportunities. What I need is the lookup to display all the Opportunities of type Grants. Is this possible to do with salesforce not-for-profit edition?
What I am essentially after is to be able to assign users to a particular grant. Is this the right way to go about things, and if so, how do I get salesforce to satisfy my needs.
Thank you in advance.
4 answers
Hi Matthew,
Thanks for your prompt response.
I have got a custom field on the cases page. When I hit edit, I do not get the option to add a "Filter". I clicked the edit of the Contact field in the cases tab, and there we have an option to create a custom fiter. Is there a reason why the filter option is hidden for my lookup field?
I am able to add validation to my field, but using that does not solve my problem.
