Can I apply Salesforce record type picklist to lookup field? I can't find any "lookup field" available for editing in Record Type.
My thought is to leverage multiple lookup fields with filtering option and a formula to achieve this. For example:
- Assume I have 2 record types: Big sales, Small Sales
- I created 1 custom object. Let's name it as MyCustomList__c
In my opportunity, I created 2 custom lookup fields which will take MyCustomList__c as data source. Both custom fields are specified with corresponding lookup filtering option (Allow user to select certain lookup list based on the current record type)
-- MyCustomList_BigSale (Only visible in BigSales layout)
-- MyCustomList_SmallSale (Only visible in SmallSales layout)
I created a formula field which will read from MyCustomList_BigSale or MyCustomList_SmallSale. This formula field will be visible in both BigSales and SmallSales layout.