Bypass lookup filter

Question

I have a lookup filter which I want to bypass as a system administrator when doing i.e. data imports.

I found possible solutions but they dont seem to be working.

1. Added a second filter condition OR profile equal to system administrator
2. Created a custom checkbox field on the user object and set this to true for the system administrator and added a second filter AND $User.bypassFilter__c = false

None of these seem to be working even if I try to update the record directly am I missing something?

Criteria 1: Object: Record Type equal to Sold

Criteria 2:

Variant 1: profile equal to system administrator. Logic 1 OR 2

Variant 2: $User.bypassFilter__c = false. Logic 1 AND 2

Here system admin has bypassFilter__c set to true

The filter is throwing an error that the recordtype isn't correct

Answer 1

I found that adding another criteria to the filter does not work. An option that I found which could change in the future is that setting the lookup filter to optional gives a system administrator the option to bypass the filter. Since the option to remove the filter as a user currently is not possible in lightning (what is currently in use) this was a feasible solution for now, since the task was not to spend any time on fixing the data. This solution will work and buys my client time to fix the data in the future.

Answer 2

Can you try as below.

first you add actual filter, then add user profile and name is not blank. finally add custom logic filter ((actual filter) OR (admin filter))