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Business Rule for a Contact Field based off an Account Field's data

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I think this might not be possible, but wanted to ask before I give up.  I would like to make a business rule hides or shows a multiset option based off an answer given in the contacts company.  I can only see options for rules in each environment (Contacts or Accounts) separately.

In more detail:  For us, an Account has a Field for Facility Type (clinic, retail, distributor)  If the Account is listed as a distributor, I want to have a Field visible under the Contacts attached to the Account labeled Territory so we can identify what distributor contacts are in what territory.

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  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Business Rule for a Contact Field based off an Account Field's data

    Hi Jason ,

    Business rules does not support multiple entity fields in condition .In this case you  implement your logic with Javascript.

    Hope this helps.

    Thanks

    Goutam

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Business Rule for a Contact Field based off an Account Field's data

    Hi Jason,

    We cannot hide and show field based on the field value of a related entity in the business rule. For achieving this functionality, you could write a JavaScript code which fetches the related entity data and does the corresponding manipulations.

    Hope this helps.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Business Rule for a Contact Field based off an Account Field's data

    Hi,

    Business rules works based on the fields from the same entity, so you need to go for JavaScript to implement this validation.

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