Adam,

I think that Lookup Filters are always applied using ‘AND’ logic. You are correct about being able to do this with a model. The lookup field can reference a model for its values. Here is a page that demonstrates this when creating a new Opportunity,

When the Account lookup field is changed, a model action loads an Account model to get that Account’s Id and ParentAccountId. A second model is then queried that pulls in the Contacts related to the Account or its Parent. Note that I am using a UI Only reference field for the Contact lookup.

Thanks,

Bill

<skuidpage unsavedchangeswarning="" personalizationmode="server" showsidebar="true" showheader="true" tabtooverride="Opportunity">

    <models>

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

            <fields>

                <field id="Name"/>

                <field id="AccountId"/>

                <field id="Account.Name"/>

                <field id="Pricebook2Id"/>

                <field id="Pricebook2.Name"/>

                <field id="StageName"/>

                <field id="CloseDate"/>

                <field id="OwnerId"/>

                <field id="Owner.Name"/>

                <field id="UserPick" uionly="true" displaytype="PICKLIST" label="User Pick" ogdisplaytype="TEXT"/>

                <field id="ContactLookup" uionly="true" displaytype="REFERENCE" label="Contact Lookup UI Only" ogdisplaytype="TEXT" datasource="salesforce" rel="Contact" keyfield="Id" targetobjects="Contact">

                    <batchfields>

                        <batchfield field="Name"/>

                        <batchfield field="Id"/>

                    </batchfields>

                </field>

            </fields>

            <conditions/>

            <actions>

                <action>

                    <actions>

                        <action type="setCondition" model="SelectedAccount" condition="SelectedAccountId" value="{{AccountId}}"/>

                        <action type="requeryModel" model="SelectedAccount" behavior="standard"/>

                        <action type="requeryModel" model="AccountRelatedContacts" behavior="standard"/>

                    </actions>

                    <events>

                        <event>row.updated</event>

                    </events>

                    <fields>

                        <field>AccountId</field>

                    </fields>

                </action>

            </actions>

        </model>

        <model id="SelectedAccount" limit="1" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Account">

            <fields>

                <field id="RecordTypeId"/>

                <field id="Id"/>

                <field id="ParentId"/>

                <field id="Parent.Name"/>

            </fields>

            <conditions>

                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Id" state="filterableoff" inactive="true" name="SelectedAccountId"/>

            </conditions>

            <actions/>

        </model>

        <model id="AccountRelatedContacts" limit="100" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Contact">

            <fields>

                <field id="Id"/>

                <field id="Name"/>

            </fields>

            <conditions logic="1 OR 2">

                <condition type="modelmerge" value="" field="AccountId" fieldtargetobjects="Account" operator="=" state="filterableon" inactive="false" name="AccountId" model="SelectedAccount" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="noquery"/>

                <condition type="modelmerge" value="" field="AccountId" fieldtargetobjects="Account" operator="=" state="filterableon" inactive="false" name="AccountIdParent" model="SelectedAccount" enclosevalueinquotes="true" mergefield="ParentId" novaluebehavior="noquery"/>

            </conditions>

            <actions/>

        </model>

    </models>

    <components>

        <pagetitle model="Opportunity" uniqueid="sk-3LJPQE-78">

            <maintitle>

                <template>New {{Model.label}}</template>

            </maintitle>

            <subtitle>

                <template>{{Model.labelPlural}}</template>

            </subtitle>

            <actions>

                <action type="savecancel" afterCancel="/{{Model.KeyPrefix}}/o" afterSave="/{{Id}}" rollbackonanyerror="true" uniqueid="sk-1SV5L9-194"/>

            </actions>

        </pagetitle>

        <basicfieldeditor showsavecancel="false" showheader="true" model="Opportunity" mode="edit" uniqueid="sk-3LJPQE-79" buttonposition="">

            <columns>

                <column width="50%">

                    <sections>

                        <section title="Basics" collapsible="no">

                            <fields>

                                <field id="Name" uniqueid="sk-1SV5LL-203"/>

                                <field id="StageName" uniqueid="sk-1SV5LP-206"/>

                                <field id="CloseDate" uniqueid="sk-1SV5LU-209" valuehalign="" type=""/>

                            </fields>

                        </section>

                    </sections>

                </column>

                <column width="50%">

                    <sections>

                        <section title="Additional Info" collapsible="no">

                            <fields>

                                <field id="AccountId" valuehalign="" type="" optionsource="" uniqueid="sk-1SV5Lf-215">

                                    <filters/>

                                    <searchfields/>

                                    <renderconditions logictype="and" onhidedatabehavior="keep"/>

                                </field>

                                <field uniqueid="sk-3XDQdg-520" id="ContactLookup" valuehalign="" type="" optionsource="model" pagesize="5" optionmodel="AccountRelatedContacts" displaytemplate="{{Name}}" searchtemplate="{{Name}}">

                                    <searchfields/>

                                </field>

                            </fields>

                        </section>

                    </sections>

                </column>

            </columns>

        </basicfieldeditor>

    </components>

    <resources>

        <labels/>

        <css/>

        <javascript/>

        <actionsequences uniqueid="sk-1SVBCy-256"/>

    </resources>

    <styles>

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

    </styles>

</skuidpage>