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Filtering Lookup Fields in Zoho CRM with Client Script

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May 28, 2024
7:02

In this video, I'll guide you through the process of filtering lookup fields in Zoho CRM. We will cover filtering a lookup statically using the Layout Builder and dynamically using client scripts! Zoho has now released this as a feature: https://help.zoho.com/portal/en/community/topic/new-in-crm-dynamic-filters-for-lookup-fields Links GitHub Code: https://github.com/squarelabsgit/Zoho-CRM-Dynamic-Lookup-Filtering Blog Post: https://www.squarelabs.com.au/post/dynamically-filter-a-lookup-field-with-client-script Website: https://squarelabs.com.au Subscribe to our Newsletter: https://www.squarelabs.com.au/newsletter Free Zoho One Trial: https://store.zoho.com.au/ResellerCustomerSignUp.do?id=2150d2197f1c33756e5b58e0e0ae006f Chapters: 0:00 Intro 0:39 Static Lookup Filtering 2:11 Dynamic Lookup Filtering 6:15 Demo 6:44 Outro

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Filtering Lookup Fields in Zoho CRM with Client Script | NatokHD