I am setting up a lookup filter to meet the condition below under
Opportunity object in a custom lookup field
- If both Account and Contact is empty, then don't display result in lookup
- If Account is only present, then display result related to Account only
- If Contact is only present, then display result related to Contact only
- If both Account and Contact is present, then display results related to both Account and Contact.
The filter conditions I have create so far are:
a PSource: Account ID EQUALS Opportunity: Account Name ID b PSource: Contact ID EQUALS Opportunity: Contact ID
(1 AND 2) AND (1 OR 2) and it worked for #1, #2, #3 but not on #4.
(1 OR 2) and it worked only for #4, #3, #2, but not on #1.