Contrain Picklist by Grandparent Value
Hi all,
I've got a structure that is essentially like this:
- Case
|- Correspondence
|- Correspondence Template
The Correspondence Template being a Picklist on Correspondence.
I want to constrain the selection of Correspondence Template by the Primary Organisation Id of the Grandparent 'Case'.
I've tried:
- Exposing the Case Primary Org Id through a join on Correspondence
- Creating a Calculated Field on Correspondence with a calculated expression: "ParentFieldValue ('Organization Id')"
However, when I create a new Correspondence record, the value of the field is NULL until I commit the record - I need the value there in order to contrain the Correspondence Template picklist when picking the template record (there is a Contraint pickmap on SalesFileName).