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We've used filtered lookups for some time with good results but I'd like to take it a step further, if the technology allows. I think that this may require some JS (preFilterLookup?) but am not certain. Here is the scenario:
We have 4 entities involved:
Today we can do a lookup from Printers to any Contact. Great - other than the fact that we get >5,000 names. What we would like to do is filter that list down to only the Contacts that exist only in the Account that is common to the Hot Sheet...which the Printer is parented by.
Is this possible?
Does this make sense?
Any input would be appreciated. I'm thinking it's possible but at this point the best we've come up with is presenting only Contacts in Accounts that have a Hot Sheet. I haven't been able to figure out how to take that next step to filter down to the Printers that are parented by the Hot Sheets. Related Records filtering does not seem to be the solution since there is not a 1:N relationship from Contacts to Printers and we don't think we'd want that since we want to restrict a 1:1 user to printer limit.
Thank you.
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You can do this by using Javascript to add a custom filter to the lookup. The fetchxml would need to link to Account, then Hot Sheet and then Printer to limit the records.
Hope this helps
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