Hi All,
I've Account lookup on Case from in CRM . We are filtering it on the basis of some conditions using Javascripts.
For Ex :
- First time lookup will contain only "Level 1" records ( Lets say Account record where level is "L1" and Level is a custom field on account form)
- When user will open Account lookup first time, he can see only L1 records , he will select a record and will save the form
- When user will open Account lookup next time, he can see L1 , L2 level of records and then he can select L2 level of record and save form
- Again if he open Account lookup , he can see L1,L2 and L3 level of records , select L3 and save form ( and so on.......... until the last level "Ln"
We have same lookup on Portal Case Form , where we need to implement same functionality . As we are aware , CRM form level custom code doesn't work on Portal form.
My question is , Can we implement the same thing on portal account lookup and how ? What could be the approach?
Can we change lookup view dynamically / programmatically in portal ?
Your help , suggestion and support will be really appreciable !!!!