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Parent Account lookup on Account - filtered

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Posted on by Community Member Microsoft Employee

I am trying to filter the results of the Parent Account lookup field on the Account entity by the value in a custom field that is also on the Account entity. The custom field is a "two option" (yes/no) type field. I would like the Parent Account lookup field to only display Accounts in the lookup results where this custom field is set to Yes.

I have seen several similar answers regarding filtered lookups to other entities or other lookup fields on the same entity, but this is the same entity and it's not a lookup field.

Is this possible without javascript?

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Community Member Microsoft Employee on at

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RE: Parent Account lookup on Account - filtered

Yes, this one. Thank you! I'll give that a try.
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Aileen Gusni 44,524 on at

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RE: Parent Account lookup on Account - filtered

Or you want to filter parent Account only show account with custom field = Yes.

If this is the case then you can just create new view, edit filter criteria, custom field = YES then save publish it.

Go to the Account and then you just go to the parent account lookup and you set the default view to the newfly created view, disable the turn off filter and only make your view is the only one available view.

Thanks.
Aileen Gusni 44,524 on at

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RE: Parent Account lookup on Account - filtered

Jen,

You mean you want to filter Parent Account by the field from the Account that is currently the child?

Thanks.