0

I am trying to restrict the users ability to Select contacts to only those related to the Account. Here is the Structure:
On the Custom Object there is a Master-Detail(Account) lookup. I also have a Contact Lookup field which is the one I want to filter. I thought I could use a filter and have the it work like this: Sales Program: Account ID equals to Field Sales Program: Account ID. The issue is that I do not see Sales Program: Account ID just Sales Program: Account. Is this because I have the relationship of the custom object to Account is set as a Master-Details relationship? Thanks, M

Sales Program Object with Contact field filter

1

Even if you see Sales Program: Account it will work as if referring to Sales Program: Account Id. Once you save the filter you'll see in Filter Criteria that it is saved as the Id.

I agree that this is confusing GUI by Salesforce.

So just go ahead and create the filter!

I did the same in my org and when creating the filter like this: enter image description here

It ends up saving it like this (note the ID is added after Site:Account: enter image description here

  • thanks for the reply. my criteria is currently: Sales Program: Account equals field Account Contacts: Account ID. This does not filter the the Contact list. I was able to do this same process on an Activity but using the same logic is not working here.\ – Michael Oct 10 '16 at 20:16
  • It works fine in my org, also in a M-D relationship to Account. Would you be able to include a screenshot of your Lookup Filter Criteria? – Guy Clairbois Oct 10 '16 at 20:28
  • I have added an image of my filter configuration to the original post. Thanks, – Michael Oct 11 '16 at 12:18
  • hmm my filter looks exactly the same and works fine for me. The only thing that strikes me is the term 'Account Contacts' on your right-side parameter. Are you sure that is the right field? I'd expect a 'single' contact.. – Guy Clairbois Oct 11 '16 at 12:43
  • This is a custom field and I named it so that the user will know that they will only be able to search for Contacts on the Account that is associated to the Sales Program object. Thanks, M – Michael Oct 11 '16 at 14:56

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.