I have a lookup field on opportunity object. The field is a lookup to account object. The filter criteria i had used is that only accounts of specific recordtype should be available in the lookup. The filter is also made required.

However when i clicked the lookup, no records are retrieved. I manually opened the related record to check if it shows recently viewed records. That did not work out too. I tried searching for records too. Even then no results showed up. Is there any other setting that needs to be enabled ?

  • 1
    Your filter may not be setup correctly. If you provide a screenshot of the filter you have setup people may be able to provide more help. – BarCotter Nov 26 '14 at 12:08

Filtered Lookups windows will not suggest you with a result set. You need to search first and and then see the result list. You have to type the Name field /External Id field/ other fields of the Account field that you have configured (in Account object setup) to be available for search through lookup dialogs.

  • Tried that too.. But did not work – SFDC Learner Nov 26 '14 at 12:07
  • (1) Did you try enabling Enhanced lookup for Account in Set up -> Customize - >Search -> Search Settings? (2) Did you include fields in the Lookup filter fields OR Search Filter Fields in the Search Layouts of the Account? – Vignex Nov 26 '14 at 12:15

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