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
4 answers
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.