Lookup filter from updated field

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  • Question
  • Updated 2 years ago
  • Answered
When does the statement for the lookup filter activate? On the page load?

I am attempting to use the lookup filter based on a field that is updated in the same page. For example, if a user selects an Account in Field1 we want Field2 to show only contacts for that Account specified in Field1.

Right now, this is not working for us. I plugged an Account name in the filter and it works fine, but when I try to use Field1 to filter Field2 it will not work.

Any ideas would be much appreciated.
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Chelsea Curtis

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Posted 2 years ago

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Karen Waldschmitt, Official Rep

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Chelsea Curtis

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Hi Karen,

Thanks for the quick response. The first link does address lookup filters, but it doesn't specify when the lookup filter action takes place. I'm guessing on the page load? I want the lookup filter to activate once I select an Account on the same page as the lookup field with the lookup filter. Is this possible?

Thanks,
Chelsea