I have a contact name proxy field on an activity form where I use a filter report to only allow the user to select contacts in a particular status. However I still want to allow users to log activities with contacts in other statuses, so I have given them a button to open a new activity form with the contact preselected for them.
The issue I'm having is the field appears empty (shows "Search and Select") when this is the case. I know it isn't empty (I display the related record id itself on an admin section elsewhere in the form, and if I edit the name field and hit backspace it changes to indicate it has been edited), but it is very confusing to the user because it looks like it is.
I thought a good way to get around this would be to use a form rule to make the field read-only since users won't need to change it in this scenario; however this results in the field displaying the record ID instead of the actual field value!
So in either case using a filter report seems to cause a problem for the user when trying to both allow for preselected records which don't fit criteria while still restricting new selection to those which do. Anyone have any workarounds for this? It feels like I'm missing something obvious.
