Only Case Contacts should be available in Watchlist.

Niranjan2
Tera Contributor

Hi Everyone,

On Case Watchlist, clicking on Lookup list i could see list of ALL contacts but i would like to see only case contacts.

I tried changing conditions in Reference qualifier but i'm missing something.

Example: if  "x" account is selected and it has 5 contacts, need to have those 5 contacts in the list.

 

1 ACCEPTED SOLUTION

Thanks, 

just be aware that your ref qual there applies to all tasks - instead you should use a dictionary override (related list). See below example:

 

KieranAnson_0-1730469552657.png

 

View solution in original post

3 REPLIES 3

Kieran Anson
Kilo Patron

Hi,

Could you share the reference qualifier you created? We can then advise you on how to correct it.

Thanks for the response @Kieran Anson 
Here is the condition, with current condition able to see all the Contacts

Niranjan2_0-1730466587913.png

 



Thanks, 

just be aware that your ref qual there applies to all tasks - instead you should use a dictionary override (related list). See below example:

 

KieranAnson_0-1730469552657.png