Retrieving Accounts with a Connection as Account Manager in a Dialog RRS feed

  • Question

  • Hi,

    I've created a connection between Users to Accounts in a 'Account Manager' role. One account can have more than one Account Manager in our case.

    I am now struggling to create a lookup field in a dialog which will only display the Accounts with Connections to the User from which the dialog was started.



    Thursday, April 12, 2012 1:50 PM


  • It is unfortunetly not possible.

    In Dialogs you can surely set up a "lookup" field, but this lookup field cannot be filtered. The reason for this is that the filtered part of the lookup is applied on form level.. and not on relationship level.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Thursday, April 12, 2012 7:13 PM
    • Marked as answer by Tertius Bester Friday, April 27, 2012 3:48 AM
    Thursday, April 12, 2012 7:12 PM