You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values?
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Let us elaborate with an example. Let’s say a User wants to show the Case Type based on the Customer Type Customer or Vendor.
Suppose the User needs to show Case Type dropdown options as Hardware and Software when Company Type is Customer and Network and Service when Company Type is Vendor.
Follow the below steps to achieve this functionality.
- Navigate to Administration | Customization | Translations.
- Add New Translation with below information. This will be Case Type dropdown values when Customer is selected.
Caption Code : Customer
Caption Family : CustomerCasetype
Caption Family Type : Choices
US Translation : Hardware - Repeat Step 2 to add US Translation Software.
- Add New Translation with below information. This will be Case Type dropdown values when Vendor is selected.
Caption Code : Vendor
Caption Family : VendorCasetype
Caption Family Type : Choices
US Translation : Network - Repeat Step 4 to add US Translation Service.
- Now, navigate to the Case Detail Box and add below lines of code into the Create Script section of CaseDetailBox.
if (CRM.GetContextInfo(“Company”,”comp_type”) ==”Customer”)
LookupFamily = “CustomerCaseType”
else if (CRM.GetContextInfo(“Company”,”comp_type”) ==”Vendor”)
LookupFamily = “VendorCaseType”
- Click on Update button and then Click on Save button.
Now when you navigate to Case and if the Company selected for that case is Customer, then Case Type will be visible as shown below.
- When you navigate to Case and if the Company selected for that case is Vendor, then Case Type will be visible as shown below.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.