Issue with the Record type value

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  • Updated 2 years ago
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Hi Team,

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 ?
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Rahul

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Posted 2 years ago

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Skuidward Tentacles (Raymond), Champion

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Are you using the field selector to pick the account or are you populating it using conditions or actions?
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Rahul

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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.
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Matt Sones, Champion

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Rahul,

Can you show us your settings for the field? Do you have anything in your display or search templates?
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Skuidward Tentacles (Raymond), Champion

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Also, check to make sure the name field is included in the model. I doubt this is the issue, but it wouldn't hurt to check.
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Rahul

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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..
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Rahul

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Hi Matt,

Please see the attached screenshot. There in no rendering condition on the filed, also i have removed the Lookup filter setting also...
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Rahul

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I am not sure what was causing this issue, I had deleted the field and have created the new field. It is working fine now.
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Rob Hatch, Official Rep

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Strange.  But glad to know its working now.