Hi, we have a scenario where we have Account 1:M Contact and Account 1:M Opportunity and Contact M:1 Opportunity. If we crate an Opportunity (Based on a specific Account) and want to assign Contacts to that Opportunity we need to filter by the contacts that are only available for the Account being used for that Opportunity. Currently the Attach Contact shows all contacts across all Accounts. How can we filter only the related records?
You can use the rbf_setLookupFilter() method. Here is also a sample script on how you can apply the setLookupFilter method on your code:
/*run this function on click event of the account lookup field*/
var accountId = rbf_getFieldValue("RXXXX") /*integration name of the account lookup field*/
rbf_setLookupFilter("RXXXX_contact_relationship_name", "RXXX_name_of_account_relationship_on_contact_object", parseInt(accountId));
Hope this helps.