Hello, I am looking about your help about a way to define an initial lookup search filter BUT with a bit of conditionnal logic. Here is my scenario : It's a B2B/C business so we need to support Account or Contact I have a CASE record with 2 relationship ACCOUNT CONTACT one is mandatory BUT both can be entered I have another relationship to select an invoice to complete my case; an invoice is linked to either an account OR a contact (but NOT both) I would like to prefilter the invoice list to filter only the relevant invoices, ie if a contact is defined at the case level but no account, all the invoices linked to a contact = case contact if an account is defined at the case level ( whether a contact is linked to the case OR not) , all the invoices linked to an account = case account when using https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_25.1/architecture/filters/#Adding_Initial_Filters_to_Lookup_Searches it works from the full list selection BUT not from the basic search selector furthermore, we can define a condition about weither or not the account is filled etc. So I was wondering if one of you already face a similar advanced initial filter definition and how you managed it ? Thanks for your help

How to define an initial filter lookup searches with a conditionnal logic ?

Hello,

I am looking about your help about a way to define an initial lookup search filter BUT with a bit of conditionnal logic.

Here is my scenario :

It's a B2B/C business so we need to support Account or Contact
I have a CASE record with 2 relationship
- ACCOUNT
- CONTACT
one is mandatory BUT both can be entered
I have another relationship to select an invoice to complete my case; an invoice is linked to either an account OR a contact (but NOT both)
I would like to prefilter the invoice list to filter only the relevant invoices, ie
- if a contact is defined at the case level but no account, all the invoices linked to a contact = case contact
- if an account is defined at the case level (whether a contact is linked to the case OR not), all the invoices linked to an account = case account
when using https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_25.1/architecture/filters/#Adding_Initial_Filters_to_Lookup_Searches it works from the full list selection BUT not from the basic search selector
- furthermore, we can define a condition about weither or not the account is filled etc.

So I was wondering if one of you already face a similar advanced initial filter definition and how you managed it ?

Thanks for your help