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I have a custom object, which has  lookup field Account. Also we have field of type Picklist (Multi-Select) of AccountTeamMember. Now what I want to achieve is that if user selects Account then this multi-select picklist should filter only those record of selected Account. How to achieve this?

7 个回答
  1. 2023年4月7日 07:19

    @Shamser Dhami - I dnt think Multi select Picklist is the right option to show related Account team members dynamically, especially if you are looking to show users in a picklist.

     

    If you want to show the related account team members for display purposes, then I would use a related list single on the custom object lightning page to show the relevant account team members.

     

    1. Choose Related List - Single from components and place it on the page where you would like.

    2. On the properties on to your right, Choose the Account lookup field as the Parent Record. It will default to 'Use this Custom Object'

    3. Related list - choose Account team

     

    This will then display the account team members from the selected Account on the look up. You can also add conditional visibility to the related list to only show when Account look up is filled.

    - I dnt think Multi select Picklist is the right option to show related Account team members dynamically, especially if you are looking to show users in a picklist.

    Filter.PNG

     

    Account team related list.PNG

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