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Custom Contact DCL should work like a standard Primary Contact

in Sales 2 comments

Summary: Custom Contact DCL should work like a standard Primary Contact


Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that should behave like a Primary Contact field.

i.e; When the account field above the Secondary Contact is selected, the values in the secondary contact should be the contacts associated with the above selected account.

For this, we created an advanced filter on the Secondary Contact field with a bind variable.

OrganizationContact.CustomerUniqueName = :SFA_ACC

Variable Name: SFA_ACC

Variable Type : Text

Expression: return AccountPartyUniqueName

This filter is working and is showing only account related contacts, but when a new contact is about to be created from the search page of the secondary contact, it is not picking the account,

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