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How to Filter Contact Dropdown List by Companies Sublist

edited Mar 17, 2023 2:09PM in Ask A Guru 8 comments


Shows a list of Contacts on a Sales Order filtered by the Primary Company shown on the Contact:

But I need to include Contacts where the Company is shown in the Companies Sublist:

To do this in saved search I need to use the Companies Sublist in the criteria, but I don't appear to have the option to do this in the Source/Filter screen on the Custom Field.

Is there a way to do this via customisation / workflow?

If not, I think it might be possible to change drop down lists using Client Script? Do you have any articles or examples on how to do this?


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