I want to add a lookup filter for the lookup between Package Version and Release. So I just can choose Releases which are linked to the same Program as my related Package.
This is not possible according to this document:
You can only choose related fields that are one relationship away from
the lookup object.
I want to bypass this issue with a formula field, but the problem here is the missing possibility to compare a text field with lookup field within lookup filters(documentation).
How can I tackle this?
Best Answer
Try this
Create a formula field on package version object and which gets the program value for the related Package record. Something like this
Package__r.Program__c
Create another formula field on Release object to get the related Program value.
Program__c
Create a lookup filter to match both of these values.
Hope this helps !!