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  1. Custom Contact Field "Active" = Data type Checkbox.

  2. "Active" is filterable in Contact Search Layouts.

  3. 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?

  4. 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.

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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:

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Make sure to activate the filter rule!

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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.

  • OMG THAT WORKED!!!!! DUDE! I love you <3. Thank you sir, thank you very much! – Tim Oct 5 '18 at 2:00
  • Hehehe. I knew we'd get there eventually. No problem. – Shane Steinfeld Oct 5 '18 at 2:01

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