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