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How to filter pricebooks based on fields Resource in opportunity

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edited Jan 8, 2024 6:57AM in Sales 1 comment

Summary:

We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object.

Content (please ensure you mask any confidential information):

We have pricebook DCL in opportunity object where we want to filter the pricebooks based on status Active and BrandSalesGroup_c assigned to logged in user which is in Resource object.

We have created cx-picker for this as we don't have pricebook for adaptive search so we can't user adaptive picker but not triggering the query parameter.

I tried for status but not working and for BrandSalesGroup_c from Resource is the one I need help with how to implement this.

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