Lauren,

You can set filter conditions on Lookup fields. Click on the field in the field editor and find the ‘Filters’ tab for the field’s properties. Here is a screenshot:

This is a new opportunity page with a filter set on the Contract lookup field to filter based on the selected Account.

Here is the sample page:

<skuidpage unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" useviewportmeta="true" showheader="true">

    <models>

        <model id="NewOpp" limit="1" query="false" createrowifnonefound="true" datasource="salesforce" sobject="Opportunity">

            <fields>

                <field id="AccountId"/>

                <field id="Account.Name"/>

                <field id="ContractId"/>

                <field id="Contract.Name"/>

                <field id="Contract.AccountId"/>

                <field id="Contract.Account.Name"/>

            </fields>

            <conditions/>

            <actions/>

        </model>

    </models>

    <components>

        <basicfieldeditor showheader="true" showsavecancel="true" showerrorsinline="true" model="NewOpp" uniqueid="sk-1VNq-282" mode="read">

            <columns>

                <column width="50%" uniqueid="sk-1VNq-278">

                    <sections>

                        <section title="Section A" uniqueid="sk-1VNq-279" collapsible="no">

                            <fields>

                                <field uniqueid="sk-1VNt-300" id="AccountId"/>

                            </fields>

                        </section>

                    </sections>

                </column>

                <column width="50%" uniqueid="sk-1VNq-280">

                    <sections>

                        <section title="Section B" uniqueid="sk-1VNq-281">

                            <fields>

                                <field uniqueid="sk-1VNt-301" id="ContractId">

                                    <filters>

                                        <filter type="modelmerge" operator="=" field="AccountId" fieldtargetobjects="Account" value="" model="NewOpp" enclosevalueinquotes="true" mergefield="AccountId" novaluebehavior="deactivate"/>

                                    </filters>

                                </field>

                            </fields>

                        </section>

                    </sections>

                </column>

            </columns>

        </basicfieldeditor>

    </components>

    <resources>

        <labels/>

        <javascript/>

        <css/>

        <actionsequences uniqueid="sk-1VNh-245"/>

    </resources>

    <styles>

        <styleitem type="background" bgtype="none"/>

    </styles>

</skuidpage>

Thanks,

Bill

Thanks, Bill. I’m aware of the filters…the problem is that I need more than one based on the value of another field. So ideally, I’d be able to do an if/then filter within that Filter tab, but that’s not possible (at least I don’t think it is?).

So if Field A is set to Transfer Out, then Field B needs to be filtered down to the options of Non-Affiliate or Affiliate. If Field A is set to Leave, then Field B needs to be filtered down to the option of just Home. If Field B is set to Discharge, then Field B needs to be filtered down to the options of Home or Affiliate.

Does that make sense?

Lauren,

I think I understand.  I was assuming that you have a parent-child relationship between the object in Field A and the object in Field B.  I think what you are saying is that you don’t have any relationship between the objects and that you would need more than just a parent-child.  You need a many to many relationship between object A and B.

I think your best option is to setup a junction object between A and B.  Then in your page, setup a model action that runs when Field A is changed.  The action would set a condition on a model on the Junction object for field A, query the model, and bring back a list of object B that you would show in your reference field.

Thanks,

Bill

I run into this in native SF lookup filters as well. Another example is I want to be able to filter down the accounts that return to attach a contact to based on the record type of the contact. I’m not fully following your solution but I think I’ll just need to build it out in a sandbox and see. Thanks!