Opportunity Lookup Based on Account Lookup in SalesLogix

Question: How can I restrict/filter an Opportunity lookup based on an Account lookup in SalesLogix?

Answer: You’ll want to try setting the following properties in the Opportunity lookup at design time:

LookupRestrictField = “ACCOUNTID” (No way to select the field, so you’ll just have to type it in.)

LookupRestrictOp = “=” (Again, type this in)
LookupRestrictAlways = True

LookupRestrictValue
= Set this to the Accountlookup’s .LookupID property. You’d want to do
this programmatically during the OnPopupReturn event of the Account
Lookup.

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