Custom Contact Field "Active" = Data type Checkbox.
"Active" is filterable in Contact Search Layouts.
If "Active" which is only a checkbox, & is a filter option in the Case>Contact Name>Lookup, then Is there a way to create a validation rule, so that the user, does not have to select: Active: True?
The goal is to stop Contacts with the the checkbox set to "Inactive" from appearing in the search result. Which can currently only be achieved from applying filters.
Yes, you can create a filter for the Contact Name lookup field, which will limit the search results to active users.
Under settings > Case edit the Contact Name lookup field, and a filter like this:
Make sure to activate the filter rule!
Now, when you're searching for a contact from the lookup, you'll only see active users initially. There's a link to show more filters (if any fields have been added to the layout), but the "inactive = false" filter will be applied by default.