Filter on Look Up for Price List items within Opportunity Product Lines

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Posted on by Tessacq

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When a user is adding products on an opportunity, I would like to limit the options of the Price list items offered.

I have found multiple articles that talk about adding JS for that. That is fine but I am not sure where I should add it on this case, normally the examples are for Contacts and Account. Is it on the Opportunity Form? The Price Line item ? The Opportunity Line form is the one once you do double click so I don't think it should be?

Thanks

Teresa

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Alex Fun Wei Jie 33,626 on at

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RE: Filter on Look Up for Price List items within Opportunity Product Lines

Hi,

example

you should place the script in opportunity because the grid is located in opportunity form.
Tessacq 293 on at

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RE: Filter on Look Up for Price List items within Opportunity Product Lines

Hi

Thanks for your answer. On which form should I attached this code? Onthe main quote form?

Thanks

tEresa
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Alex Fun Wei Jie 33,626 on at

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RE: Filter on Look Up for Price List items within Opportunity Product Lines

Hi,

There is no supported way to filter the subgrid inline lookup.

But if you insist to try, you can refer below blog.

bernado-nguyen-hoan.com/.../apply-filtering-to-subgrids-inline-lookup-in-crm