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How to create dependent field controlled by a lookup field?
Really helpful by introducing the controlling field as picklist and dependent field as lookup or vice versa. Thanks werewolf. However, I don’t think it would be the can of worms you are worried about. It should behave the way SF already behaves of you delete an item in a picklist that has a dependent field.
What’s the difference between dependent lookup and lookup filter?
A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.
How to restrict dependent lookup in Salesforce.com?
Restrict the Contact field on cases to allow only contacts associated with the account specified in the Account Name field on the case record. Restrict the Account Name field on cases to allow only users with the “International Sales” profile to create or edit cases for accounts outside the United States.
How to create a dependent field in Excel?
I want a single Options field that shows all options but will only show the options that go with the Product selected. I can only create a dependent field on picklists or checkboxes, so in order to create an Options dependent field, I will have to create another Product field that is a custom picklist.
How to do dependent lookups in Microsoft Dynamics?
If you enter partial data in the lookup and use autocomplete, CRM will bring back values that match your autocomplete criteria and will not filter the records as you want them to be filtered – users need to use the lookup icon and not try an autocomplete
What happens if I change the dependent lookup value?
If you change the first lookup value, the value in the dependent lookup is now incorrect; you need to do a lookup in the dependent field to get the new ‘acceptable’ values to select from (and then select one!)
How to control a field in asset picklist?
As a work around, I should be able to use the standard Asset picklist Product Family to control the Product Options, but it does not show as an available field in the Controlling field drop down in the New Field Dependency page.