Limit lookup field to a subset of entity

Posted on by CU14051906-0

On my Account entity I use the field customertypecode to indicate if the record is a Prospect, Customer, or Partner. I would like to add a new field to the Account entity called /Partner/. This would be a lookup back into Accounts, but ONLY for those records where the customertypecode is equal to Partner. How can I filter the lookup field?

Categories:

Development / Customization / SDK