Sage SalesLogix
  • Contact Us
  • Sage North America
800-643-6400
Welcome Twitter Facebook LinkedIn
Community Home Blogs Share Ideas Search Request Access Resources
Reply
Copper Elite Contributor
henrycohen29
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

Please use plain text.
Bronze Super Contributor
MikeSpragg
Posts: 317
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
Please use plain text.
Copper Elite Contributor
henrycohen29
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

Please use plain text.
Gold Super Contributor
RJLedger
Posts: 2,234
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

".. Stay Focused..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Please use plain text.
Moderator
jperona
Posts: 232
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, SalesLogix Engineering

Sage SalesLogix

Sage

Please use plain text.