Hi,
I have an app where my customers use Lookup fields. I want them to be able to re-use data from a previous case based on a casenumber. Problem is I don’t want them to see the dropdown list or pop-up with any information from previous cases because of privacy issues. Is there a possibility to use lookup fields without the pop-up or drop-down list? So just let them fill in the case number they and if it doesn’t exist give an error?
Kind regards,
André
Hi André,
You can configure dynamic filter in lookup field. So based on your filter the popup will show the results and user can able to choose only those values from the popup. If user gives other values it will throe the error message as “Select a valid value”.
In the attached image am filtering lookup records based on “Account name”. It will show the records whichever matched with “account_name” in the object.
Regards,
Mounika
Dear Mounika,
Thanks for your reply. First it didn’t seem to work, but after I changed the lookup field - record selection to Popup is seems to work fine.
André
