Look Up Filters - Up a Level

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Posted on by Darren Hodkinson

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Hi

Is there an OOB way, if not another way, that a filter can be applied up a level. I have parent of client against child account and in my form when a client is selected, this filters to accounts of that client, which as we know is standard and easy to model. My question is can I have this behaviour reverse too so that if a user chooses an account first then when it comes to the client that only that client is there?

Thanks

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LeoAlt 16,331 Moderator on at

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RE: Look Up Filters - Up a Level

Hi partner,

Unfortunately, there is no OOB way to do this.

I recommend you to add JS code at the child lookup field onchange event.

Here is the code logic:

1.Get the child record id you've chosen.

2.Use the child id to get its parent record id&name by webapi.

3.Set the parent id&name to the parent field.

If my understanding is not correct, please share more information or screen shot so that we could help you better.

Hope it helps.

Best Regards,

Leo

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