Filter Logic for Field Filters

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>