Share
ReportI created a new entity called corporations. The corporations type can be: Owners, Contractors, Managements...
In my opportunity, I created a lookup fields called Contractors which looks into corporations entity. Also a field called Owners which looks into corporation entity.
When I am in my opportunity form and want to look up contractors, it always default the lookup view to be " Corporation lookup view". Same goes with the Owners field. It always default to the "Corporation lookup view". That's a lot of records for users to go through. I want to be able to specify a particular lookup views for a particular fields in my opportunity.
Is there a way that I can specify a particular view to be the default for a particular field? Say create a "Contractors lookup view" with the filter of Contractors type for the Contractor field in Opportunity .
Or create a "Owners lookup view" with filter of Owners type for the Owners field in Opportunity? and this would be the default lookup view when I am in the Owners field?
Thanks.
*This post is locked for comments
All responses (
Answers (
17,021
