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Customer experience | Sales, Customer Insights,...
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Polymorphic Lookup Filter

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Hello Community,
 
I'm having a problem with a filter inside a polymorphic lookup inside a quick create form.
 
- My quick create form has 2 fields (Field A and Field B), where field A is an OptionSet (option "User" and option "Contact") and field B is a polymorphic lookup (we can have system users and contacts);
- I put an addOnChange in Field A, that calls my filterFunction;
- When field A is with the value "User": I need to filter the polymorphic lookup with only system users;
- When field A is with the value "Contact": I need to filter the polymorphic lookup with the contacts that are linked with an account (I have this account GUID to pass inside the Fetch)
 
I tried somethings, but I couldn't solve this problem.
 
Thanks a lot!!
  • Polymorphic Lookup Filter
     
    I did exactly as the arcticle but, is there anyway to remove the other relationship inside the lookup?



    For example, when I need only to show Users, not show the "contacts" results, and when it needs to show Contacts, not show "systemusers" results.
  • Amit Katariya007 Profile Picture
    Amit Katariya007 8,850 Super User 2024 Season 1 on at
    Polymorphic Lookup Filter
    Hello User,
     
    Please refer below article which will help you to resolve your issue.
     
     
    Thank you,
    Amit Katariya

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