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Thread: Restricting a Lookup based on another lookup

Marc Johnson
Posts: 252

Restricting a Lookup based on another lookup Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Mar 08 1:50 PM

I'm guessing this is a pretty easy task but I'm having difficulty with it.

I have an Account lookup that I can populate fine. I then have an Opportunity lookup that I want restricted/filtered based on the account lookup.

[Reply][Quote]

Jason Buss
Posts: 382

Re: Restricting a Lookup based on another lookup Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Mar 08 2:53 PM

Yep, that's pretty easy. In your Opportunity lookup you'll want to set the following properties at design time:

LookupRestrictField = "ACCOUNTID" (No way to select the field, so you'll just have to type it in.)
LookupRestrictOp = "=" (Again, type this in)
LookupRestrictAlways = True

LookupRestrictValue = Set this to the Accountlookup's .LookupID property. You'd want to do this programmatically during the OnPopupReturn event of the Account Lookup.

[Reply][Quote]

Marc Johnson
Posts: 252

Re: Restricting a Lookup based on another lookup Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Mar 08 3:18 PM

That worked pretty close to what I needed. I actually put the RestrictValue on the Opportunity OnPopup instead. The Account name is required so it'll always be there when the user goes to click on Opportunity.

Thanks for the help!

[Reply][Quote]

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