7/4/2025 5:33:23 PM
|
| |
| slxdeveloper.com Community Forums |
|
| |
|
|
The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
|
|
|
|
Look Up Filter
Posted: 01 Sep 09 2:16 AM
|
Hi All,
In opportunity detail page we are selecting the reseller account .I now want to create a tab in the opportunity entity similar to contact tab already exist but when i click on the plus sign the lookup should have only contact of the account that is selected in the reseller .
The default contact tab will populate all the contacts of all accounts.So how can we achieve it.
Please help me to slove the issue.
Thanks,
Pandi |
|
|
|
Re: Look Up Filter
Posted: 01 Sep 09 9:10 AM
|
You'd need to do something with the LookUp Prefilters, put in a condition something like matching Contact.AccountId to Opportunity.ResellerId.
Alternatively you could make a new relationship (on the same matching condition), call it ResellerContacts perhaps, then use that as the property by which to populate a picklist?
Sorry I've not proven either of these yet but they should work. |
|
|
|
Re: Look Up Filter
Posted: 01 Sep 09 11:07 AM
|
Along the lines of using a Prefilter, you could also use the SeedProperty and SeedValue properties of the lookup control.
I have used both, filters and seed. They are easy to use, the limitations are that you can only do logical "ANDs", and cannot do "IN" statements... |
|
|
|
You can
subscribe to receive a daily forum digest in your
user profile. View the site code
of conduct for posting guidelines.
 Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
|
|
|
|
|
|
|
|