Is there ability to set up a filter that is editable on a reference field?

Su522
Kilo Sage

It is my understanding that the ability to set up a filter that is editable on a reference field is not currently available.
Is this correct?

 

Specifically, we're looking for a way to filter a "Contact" reference field on a table by the same "Account" on the record.
So only the Contact for that Account initially show up when clicking on the "Lookup using list" button (see screenshot)
But then, clicking the "All" breadcrumb would remove that filter and show all Contacts

 

Is there a workaround?
Such as a customization that we could do to allow this?

 

Help is greatly appreciated!

Thank you.

10 REPLIES 10

@Community Alums Thank you but creating that req qual and client script did not provide a solution.