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Customer experience | Sales, Customer Insights,...
Suggested Answer

Have filtered View while adding Users to a Case Team

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Posted on by 15

Hi all,

In a form for the Case entity I have a field which shows the Users of the Team. When trying to add a new User to the Team, I would like the magnifying lens to show only Users with a certain value on a custom field.
In View Selector I set "Show Selected Views" and then I selected a view which filters only the Users with the custom field set as required, but it still shows all the Users.

Any ideas on if/how I should do this? I'd do it by code too, but I don't have any idea how to access these controls.

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    In the property settings of the lookup field in the form editor, you should select Default View as your specific view and View Selector should be off.

    pastedimage1571736245888v1.png

  • GiuliaCalle Profile Picture
    15 on at

    This doesn't allow me to add further Users to the Team. The + icon is still there but nothing happens if I click it.

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Could you provide some screenshots?

    This can better help us understand your problem.

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