I have 2 objects lets say Contract and CustomA__c. Both these Objects have same record types names (Contract has types A,B,C.., and CustomA__c has types A,B,C..). I have lookup field on Contract To CustomA__c, and I need to show only the records that are same record types in my lookup.
What I have tried:
1) Check Contract record type name and then check CustomA__c Record type NAME and if they both match that is the solution. Problem here, is that i have 7 record types and i need total of 14 criteria fields for that, Salesfroce only give me 10.
Contract: Contract Record Type equals FOO CustomA: Record Type: Name equals FOO
2) I tried to create a formula field on CustomA__c to get record type name, problem here is, you can't use formula fields in lookup filters.
Also what is wierd to me, is that i can't reference record type name in lookup filter for standard object. e.g:
Contract: Record Type: Name, i can only do
Contract: Contract Record Type which is recordTypeId standard field and i cant match by that value.
Anybody has ideas or faced the problem?
Thanks in advance!