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Scenario Overview

To enhance the user experience when creating an Opportunity we want to only show the Accounts that are either owned by the current user or a team they belong to when the user clicks the search button for the look up field. 

 

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'ClientSide - Perform Action' is created and set to run on the Onload event of the Opportunity form
  • When the form is loaded the Account lookup field is prefiltered according to the filter parameter specified by a fetch-xml fragment (we only used the filter part of a fetch-xml query)

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • Create a new formula of type 'Client - Perform Action'
  • Set the Event picklist to 'Create & Update'
  • Set the Source Entity to 'Opportunity'
  • Set the Source Property to 'OnLoad' for each form you wish the filter to apply (CTRL-Click to select multiple)
  • Copy and paste the formula below into the formula
  • Click Save
  • Update the formulashortcode parameter in your formula to match the Short Code of your formula
  • Click Save
  • From the N52 Commands menu select 'Publish formula'

Formula

/* filter the Account lookup field so that only Accounts owned by current user or a team they belong are shown */

AddPreFilterLookup('parentaccountid', 
  'd0H', 
  '<filter type="and"><condition attribute="ownerid" operator="eq-useroruserteams"/></filter>', 
  'account')

This formula can be easily modified with your own filter criteria and/or to target a different lookup field