I have the following:
* CASE entity with two custom fields:
1) Class option set Field
2) Account Lookup Field
Based on the selection in the option set field (4 options) I want to filter the accounts displayed in the account lookup field. i.e. I want only accounts with the selected Class.
I have a custom option set field on the account form that holds the Class of each account, however, the user needs to specify the Class again via the option set on the CASE. Based on this field I want to only show accounts on the lookup that fall into this category.
Am I missing relationship or something?? I have tried some preFilterLookup code - but it isnt working for me.
Help appreciated.