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Account Record Type Name in Configurable Lookup Filter Does Not Work in CRM Offline

  • Updated

Overview:

The Account Record Type Name in the Configurable lookup filter does not work offline.

Root Cause:

The Name of the RecordType is being used rather than Record Type Name of RecordType.

Solution:

Veeva only supports Record Types that are specified by developer name through the filter dialog. The user should use the Record Type Name of the RecordType.

  1. Change the Lookup filter settings to use Record Type Name of the RecordType.
  2. On the Metadata Cache Manager tab, click the Refresh Metadata button. 
  3. After refreshing, the criteria defined in Metadata Cache Manager tab is changed to Account.RecordType.DeveloperName. 

Related Documentation:

CRM Help Documentation: 

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