I have a Junction Object : Authorities
This has a lookup (MD) to Accounts and another lookup (MD) to Policy.
Accounts and Policy both have date fields called: Inception__c and Expirty__c
When I am on a Policy record, I click on "New Authority" and the Policy field is prepopulated. I now want to put a lookup filter on the Account lookup to restrict it to show only Accounts that are within the date range of Policy. This seems easier than it is, as I don't seem to be able to do this using the normal lookup filters?
My requirement in summary:
Accounts 1 ------ * Authority * ------- 1 Policy Expiry__c Expiry__c Inception__c Inception__c --> Authority is added from Accounts --> When Policy is chosen, this needs to fall within Inception and Expiry date of account.
Any help is much appreciated.