This Product Ideas board is currently undergoing updates, but please continue to submit your ideas.
Create the ability to only include records in a look-up field that are filtered by conditions or a view. Right now, you can only select records based on filtered conditions or a view. It is a strenuous and long process to have to find or copy and paste multiple records into a field when they are already filtered in a separate view in the linked table...
This would give us the ability to generate reports for our partners much quicker with linked information and manage our projects more efficiently...
I have tried workarounds like filtering conditions in a rollup field, automation script writing, Automation triggering with no solution...
Companies that need a more efficient way to report marketing campaigns to partners based to accomodate the limitations of Page Designer...