I am trying to introduce a lookup filter.
I have standard object A
, standard object D
which has lookup to A
and custom object B__c
which has lookup to A
and custom object C__c
which has lookup to B__c
and custom object E__c
which has both lookups to C__c
and D
.
Is this possible to introduce a lookup filter on object E__c relation to D
to require D__r.A
to be equal to C__r.B__r.A__c
?
I have tried to create a Formula(Text) field on both E__c
and C__c
to have value of C__r.B__r.A__c
but looks like I can't use that field to match field value from D__r.A
and also it doesn't allow me to select more than one relationship depth.
Am I missing something? Is there a better way or simply put, any administrative point-and-click way to require D__r.A
to be equal to C__r.B__r.A__c
?
This has to be implemented in Group Edition
, so I can't use Apex Triggers or advanced configuration options like process builders. Also I don't want to implement a manage package only for that to be installed in the subscriber organization.
Best Answer
Due to documentation,
and to this documentation link, it is possible to choose related fields that are one relationship away from the lookup object.