I want to hide records if their certain field is empty so that it cannot be selected when trying to create a new record on a different table (selected on the lookup field).
Hi,
We can do it by editing the view that is available in selector page.
Example to explain the same:
-> Create 2 objects Emp and Task and it has 1 - M relationship.
-> While creating Task record, we can select Emp record using Emp look up field. In Emp selector page, 'All Emps' view will be available.
-> Edit 'All Emps' view.
-> In View Filters section, select 'First Name' and then select 'is not empty' and save the view.
-> Now, In New Task record page, clicking on Emp look up field will show Emp Selector page where it shows all records which have first name.
Find attached screen shot.
You may also want to look at customizing your Selector pages.
Application Setup > Objects > Your_Object > Pages > Selector
You could come up with different pages (create new by cloning existing pages) offering selection as per different roles in your application. To assign different versions of a page to a role goto Administration Setup > Roles
Select Pages hyperlink against the role to set page versions for a particular role.
Thanks,
Santosh
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But that will also affect the List of Records view right? Is there another option?
Hi LCira9,
Please look at customizing Selector pages. You will need to create custom views (like hiding records with a field empty) and then assign them to custom Selector pages.
While doing so, you may want to customize the Selector List by disabling
- Show View Selector
- Show New Link
- Enable Quick Create
IM me if you get stuck with this.
Thanks,
Santosh