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Hey, Everyone
I need to add a user lookup on the opportunity form that shows only the members of a specific team. I tried to create a view that shows the users but I was not able to create a system view that can do this. I create a personal view, but that's not what I need. Any ideas?
Thanks.
Joe,
Can you please explain what is the blocker? I checked my environment and I had no issues creating the view. Here are steps I used:
1. Open System - Customizations.
2. Click Customize the System.
3. In solution window popped up expand Entities and scroll to User entity.
4. Expand "User" node and click on Views.
5. Click "New", in the window appeared click "Edit Filter Criteria".
6. In the dialog choose criteria and click "OK".
7. Save view and publish changes.
8. Use this view in the settings of lookup field you mentioned.
That is what I tried first but I was unable to create a successful system view that uses the teams entity. A personal view worked just fine but when I tried to create the system view it would not save with the specific team identified in the filter. I struck me very odd.
Use this Fetch Xml and create Custom View for that filter using javascript . How to do that please refer this forum
Hope it helps
Hello,
Here is what you can do:
1. Create the correspond views through customization - that will create a system view, not the personal view.
2. Add a lookup and limit the list of views available to the one you created on the step 1.
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