Availability of Filtered Lookups
Filtered lookups are available on every entity where there is a lookup field. Figure 20.1 shows a new Account form. We’re going to focus on the Primary Contact lookup, which is highlighted in Figure 20.1, as means of illustration for this chapter.
Figure 20.1 New Account.
When you select the lookup icon, you are presented with the filtered view lookup, as shown in Figure 20.2.
Figure 20.2 Filtered lookup for contacts.
To work with or modify a lookup, open the form in Design view. You can do this by either navigating ...
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