In an Opportunity, I would like the Job Order Lookup to provide the following:
The Job Orders associated with the Account that is assigned to the given Opportunity.
Is there specific filter criteria to customize on "Job Order Lookup View" to meet this request?
Was expecting the query below to work... but does not provide the expected results:
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Further clarification:
I've come to realize the Lookup I am describing is actually a list/chart.
When the "Add Job Order Record" plus sign is selected, it uses the aforementioned "Job Order Lookup View".
I'm not sure of a method of passing the account value into this view... or the filtered criteria of a view taking a passed-in variable to determine which Job Orders are associated with the associated account.
Still trying to get my screenshots attached.
Here is a picture of the Opportunity:
Clicking the Plus sign to the right of Job Orders provides "Lookup":
At the bottom of the lookup records, it allows for Lookup of More Records and shows the view being used:
My challenge is wanting to provide the user a lookup based on "this" Opportunity's Account and the Job Orders associated with the the Account.
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