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Copper Elite Contributor
Posts: 70
Registered: ‎04-30-2009

Multiple Filters on lookup

Hi,

 

On the Contact Detail form, we have a lookup that we want to filter to show just the contacts for the current account, and also to filter out the current contact.

 

How can this be achieved?

 

Thanks

~ Henry

Silver Super Contributor
Posts: 801
Registered: ‎03-24-2009

Re: Multiple Filters on lookup

On the RestrictField you can add two fields - on the form object put in the single condition accountid = contact.accountid and then code in the additonal changes manually. e.g

Case "lueBroker"
If Key = 32 then
.LookupRestrictField = "C_CUSTOMERISBROKER"
.LookupRestrictOp = "="
.LookupRestrictValue = "T"
.Popup
Else
.LookupRestrictField = "C_CUSTOMERISBROKER = 'T' and ACCOUNT"
.LookupRestrictOp = " like "
.LookupRestrictValue = CHR(Key)
.Popup
End If
Copper Elite Contributor
Posts: 70
Registered: ‎04-30-2009

Re: Multiple Filters on lookup

Sorry, I forgot to mention this is for 7.5.1 WEB.

 

Thanks!

~ Henry

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Multiple Filters on lookup

There's some threads on web filters in the Sage and Partners forum.
--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Moderator
Posts: 440
Registered: ‎05-07-2008

Re: Multiple Filters on lookup

Filtering out the current contact is not possible with the Lookup Control, I've asked that a Feature Request get entered as it sounds like great OOTB functionality.

 

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM