How can I restrict the watch list to contacts on the account plus our own company

[Richard T]

Hi

Can anyone advise on how I can restrict the watch list on our CSM Case form to only show contacts from the account and our own users?

Case is logged by Fred Smith of Acme Communications, the watch list should be able to show all contacts from Acme Communications plus internal staff.

Thanks in advance for any suggestions

[chrisperry · Accepted solution]

Hi there,

You can achieve this with a dictionary override on the watch_list field to override the reference qualifier, and then provide a scripted reference qualifier per your requirements. The below should do the trick (be sure to replace the sys_id value at the end with your internal company's sys_id):

Reference qualifier copied and pasted here:

javascript: 'company=' + current.getValue('account') + '^ORcompany=d163c20c1b205810e72a97d58d4bcb78'

If this answer is helpful please mark correct and helpful!

Regards,

Christopher Perry