Working on version 8.1 .. Trying to work with Owner Lookup however as everyone know.. Saleslogix never built in any functionality to filter this glorified lookup control.. so we need to use a standard lookup and use prefilters to display what you need...
Issue is -- using the lookup properties of Owner.Description and Owner.Type -- I can see the correct items and if I select the filter of type, I am forced to chose .. Team, User, Department, System .. choosing Team filters the results correctly. Everything working as it should... Except I DON'T want my users to have an OPTION to choose , User, Department or System.. So I added the prefilter for Type
I have tried type = team, type = G and when applied, the team does nothing and the G filters everything returning no results in the lookup
So whats the next path to have a simple control that displays just the team names, and sets the owner to that team when choosen .. ? |