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Subscribe system object has a text field "legacy ID". 1 account can have many unique legacy ID. I have a new object Sub Details wherer I want to populate a picklist/lookup containing all legacy ID upon choosing 1 particular account, so that I can choose a particular legacy ID.

I have tried the following:

  • List itemtried formula field, but can't because there are many legacy IDs for 1 account
  • Tried lookup from Sub Details to Subscribe system.

How to proceed?

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  • using a trigger?
    – MnZ
    Sep 17, 2014 at 11:22
  • How is Subscribe system and account is related ?
    – Jaguar
    May 5, 2015 at 14:53

2 Answers 2

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Picklist ? is questionable because you will have to resort to 'Metadata API'. As for 'lookups' you can try using 'filtered lookup'

Refer to: http://help.salesforce.com/apex/HTViewHelpDoc?id=fields_lookup_filters_defining.htm

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If I am understanding the requirement, you want to

  1. display all available legacy IDs, and allow the user to select one.
  2. you would like the legacyIDs to display in a picklist for user to select
  3. the set of legacy IDs are stored in a field on the Subscribe System object

If my understanding is correct, I see two approaches

  1. use visual workflow and a dynamic choice. you can have the dynamic choice display the 'legacyId' field to the user to select.

  2. use a visualforce page, and build a dynamic picklist using the describe system methods.

The visualforce page will be better if you can have multiple subscribe objects w/ the same legacy ID, as you should be able to remove duplicates when building the list.

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