I have a field Agency on My Custom Object which is a lookup to Account object. For this field I want to fetch only the accounts for which Record type is ‘Agency’, not the problem is coming whenever I select any value for this field, on saving the record value is getting disappeared, and when I edit the record again, record ID is getting displayed in the field.
Could some one pls suggest what is causing the issue ?
Didn’t get your question, to eleaborate, I am using field editor where I have this field which is lookup to Account and I have a lookup filter on this field which is : - RecordType.Name = ‘Agency’ I have another field in the same FIeld Editor which is Client and Lookup filter for this field is RecordType.Name = ‘Client’, which is perfectly fine.
Name field is already taken care in the Model, as I have told I also have another field is also lookup to account and have a look up filter to record type = Client. this is working fine, will post the screenshots shortly…