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Questions tagged [lookup-filter]

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Lookup Filters on Pricebook [on hold]

How to perform Lookup Filters on Pricebook Objects ? Salesforce not provided lookup for Pricebook ? It there any workaround for this ? I need to display Lookup fields based on record types.
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19 views

How to populate related contacts list by selecting account in lookup?

I have two lookup's 1. Account Lookup and Contact Lookup Trying to get related contacts to the specific account selected . For that I have used a formula on contact field is Formula : Contact: ...
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21 views

How to populate related contacts in contact lookup by selecting account in account lookup in visualforce page?

I'm trying to populate related contacts in contact lookup by selecting account in account lookup in a visualforce page. For that I have searched in google and found some information to achieve this. ...
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9 views

can we change sample text(search parent object) of lookup field

DO we have to change the sample text of lookup field, I have 4 lookup field which is releated to same custom object(purpose is to display the value based on lookup filter criteria), like as per screen ...
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1answer
190 views

How to add standard field lookup filter in to the change set?

I need to add lookup filter modification in to the change set which is done to a standard field in the Contact object. Is that possible to do?
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0answers
64 views

Lightning Experience Lookup Field not display option “Create new Object”

I have a question, I have a Lookup Field in Case to Order but when I click on this field the option "Create new Order" is not visible, just give me suggestions but this option "Create new Order" does ...
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1answer
91 views

Formula to Concatenate all Public Group Membership Names onto User Record

I need to create a custom field on the user table that concatenates the public groups this user is a member of separated by ', '. Does anyone know if it's possible to pull public group data through to ...
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1answer
21 views

Lookup Filter is not working

I created filter Lookup : (Sales Order Customer Ship To: Record TypeEQUALSShip To) AND ((Sales Order Customer Ship To: Company IDEQUALSPurchase Agreement: Sales Order Company ID) OR (Sales Order ...
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0answers
61 views

lookup field not working on mobile in community

I have a custom object on the community which has lookup with contact it's working fine in a desktop or if looked from F12 on the laptop. However, when I open the community[Customer community plus] on ...
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1answer
22 views

Lookup Filter display

Hi is it possible to change lookup results ? instead of displaying the id/autonumber I want to display custom field/text(got 50 datasets of text
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1answer
38 views

Dont want to associated contact to other objects if status is pending

i want a rule where i dont want to associated contact to other objects if contact status is pending.I am not sure how can i achieve this .any suggestion
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21 views

Lookup Filter or way of limiting results

I have a custom object that is related to the Case via a lookup which hosts the type of the case and some other variables. One of these variables is Contact Type which is currently a multi-select ...
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0answers
816 views

Lookup Filters in custom lightning:recordeditform lightning:inputfield using prepopulated values

I'm using lightning:inputfield in a lightning:recordeditform for lookup fields - we'll call them Party and Warehouse. The Warehouse lookup has filters on it based on the Account field - Warehouse....
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1answer
218 views

Lookup Filter is not showing object fields to create a filter

I am trying to put a filter on a lookup field so that i can only show the records which will full fill the filter criteria. But in during the setiap of filter criteria i am not able to get all the ...
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0answers
46 views

Implementing lightning component with number of lookup fields in community

I'm trying to implement a component with lookup fields. The form is to be created dynamically. I tried the following ways : Approach 1 Using <lightning:inputField> with <lightning:...
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1answer
69 views

community user not able to populate lookup field which has lookup filter

I have a custom lookup field(contact lookup) in Lead object. Previously both internal & community user are able to populate value for this field. now we have enabled lookup filter condition, after ...
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208 views

Related Lookup Filter Deployment Issue

I am trying to validate Knowledge__kav object and it has related lookup filter to some other custom object. This validation is done through ant. The issue occurs when i try to deploy this related ...
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1answer
252 views

Related list contacts not displaying in lookup filter in search results

i have created lookup filter in Vehicle object for contact. i want to see related account object contacts in vehicle object driver(contact) lookup field. when i am search related contacts driver ...
1
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1answer
33 views

Lookup filters should validate on create but not on edit of record

we have a lookup on custom object to opportunity with lookup filter to only show open opportunities.But, at some point the user closes the opportunity and comes back to update a text area field on the ...
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1answer
1k views

How to get lightning lookup field value to save a record?

I have implemented a custom lookup component in lightning(by using Lightning: pill) and I embed it into another component. but don't know how to get the selected lookup field value? Child Component2: ...
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0answers
100 views

Opportunity Product Lookup Filter [closed]

I was trying to replicate an object fields in my developer org and i came up with an object(which is a part of managed package) and a field of it has Lookup Relationship with Opportunity Product. How ...
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0answers
64 views

How to limit lookups in many-to-many relationship based on related record attributes?

I have created a many-to-many relation between Contact and Skill, a custom object that represents a contact's skills. A contact can be one of two different record types, Type A and Type B. I want to ...
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1answer
987 views

Lookup filter does not appear to be working

I have a lookup filter that is not filter. Here is what the user sees: So I was assuming that records where the Duplicate Assigned field is True would not appear. So if the user still accepts the ...
3
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1answer
688 views

Are Lookup Filters supported in Custom Lightning Components?

So, there are two ways to get Salesorce Standard Lookup filed in Lightning components: force:inputField and lightning:inputField. However, no matter what I do, I can not get lookup filters to work. ...
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1answer
348 views

Filter lookup on Task

Normally in Salesforce we can insert filter logic for lookup fields values by clicking on Edit near to chosen lookup field. Why cannot we do this in case of standard field RelatedTo on Task? This ...
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0answers
233 views

'Multiple items found' error when selecting from 'My Recent Items' drop down on standard lookup field

Maybe a Summer '18 Version problem? I have a dependent lookup field where you must select the value via the lookup window. After you have done this there is a standard lookup field that filters on ...
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1answer
46 views

How to deal with records invalidated due to adding filter criteria on lookup field?

I have an object A which has lookup relationship to object B. The lookup relationship field on object A is not required. I recently added filter criteria to this lookup relationship field. (Added a ...
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1answer
81 views

Need more than 10 lookup filter criterias

I have 2 objects lets say Contract and CustomA__c. Both these Objects have same record types names (Contract has types A,B,C.., and CustomA__c has types A,B,C..). I have lookup field on Contract To ...
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1answer
737 views

Can we use formula fields in lookup filters or how do I implement lookup filter to match `D.A` to be equal to `C.B.A`?

I am trying to introduce a lookup filter. I have standard object A, standard object D which has lookup to A and custom object B__c which has lookup to A and custom object C__c which has lookup to ...
1
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1answer
263 views

FIELD_FILTER_VALIDATION_EXCEPTION but there is no field with a filter

Full message: FIELD_FILTER_VALIDATION_EXCEPTION - Value does not exist or does not match filter criteria. Since a few weeks, I found out today, custom objects records cannot be created due to ...
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0answers
224 views

Lookup Filter on related list

I have 2 custom objects - Object A and Object B. Object A has a lookup to Account. Object B has a lookup to Object A. When creating an Object B record from Object A (related list), Object A is auto-...
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1answer
76 views

Lookup filter Inclusion (Incorrect type. Record Type not compatible with Text)

I have a object b which has lookup to object a. when i prompt to create a new record in object b i will select the record type and then i will go to edit page. Now when i click the lookup icon of ...
1
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1answer
1k views

Custom lookup within Lightning Component

For my scenario, Within a Lightning component there needs to be two custom lookups. For the first custom lookup, The code for Lightning Component is working perfectly. And when the same code is ...
-3
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1answer
33 views

Need help in achieving one requirement [closed]

Business reqmnt: Suppose there are 2 managers and 4 employees. Manager1 has Emp1 and Emp2 under him and Manager2 has Emp3 and Emp4 under him. I want to add a picklist or lookup in Manager's layout ...
-1
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1answer
125 views

Filtering for dates in a lookup call via AMPScript

we need a date filtered rowset from a data extension in an user's email via AMPScript but the lookup function does not include a filter option. The rowset we want to retrieve shall have a greater (...
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0answers
118 views

It is possible to made user-defined lookups filters by code on Lightning?

I'm trying to make my Org Lightning Ready, and i notice that user-defined lookups filters (Lookups with optional filters) are not supported on Lightning. If you leave the lookup filter as optional ...
11
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1answer
303 views

Undocumented SOQL Syntax USING LOOKUP

I've come across a SOQL syntax which I cannot find any documentation for, and was wondering if anyone knew about it. SELECT Id, Name FROM Contact USING LOOKUP Account.ParentContact__c BIND ParentId ...
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1answer
251 views

Translation of Lookup window Text

When we add a lookup filter, there is an option to enter the lookup window text. Does Lookup window text automatically translate? or is there a way to translate Lookup window text? Please suggest. ...
0
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1answer
393 views

Reading Lookup Filter criteria from SObject field descriptions?

We are implementing a special type of lookup window in a VisualForce page, which displays a set of potential records a user can select from to populate a Lookup value. As a means to allow users to ...
0
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1answer
76 views

Lookup-Filter Classic to Lightning

I have ran the release readiness report to identify what gaps I need to consider for moving from Classic to Lightning and I have profiles that need to have some work addressed, one of which is Lookup ...
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0answers
334 views

No Recently Viewed Records In Lookup

A custom object Payment_History__c has a Lookup field to the standard Order object. There is no lookup filter for the field. But when I click on the "magnifying glass" icon I don't see any ...
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0answers
75 views

Can an sobject be queried using One of the Sobject Field's lookup filter criteria in Apex

Is there any Apex API like to get the Lookup filter condition defined on an sObjectField of type "lookup" so that the condition can be used in SOQL.
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2answers
40 views

look up filter failing while doing copy paste

I have a custom lookup filter on an opportunity to show only active records of a custom object (look up relation ship) . Its working well in regular process but its failing when I do copy paste of ...
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2answers
435 views

Lookup filter with permission set criteria got error Field $Permission.XXXX does not exist. Check spelling

I want to filter user lookup with criteria: only users have permission set name 'manager_user'. So to achieve that, i do as follow: Create a permission set name 'manager_user' Create a custom ...
0
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1answer
165 views

LookUp from two data extension at the same time?

We have couponcode email flow where we want to send out a reminder email to those who didn't use the code. We have several data extension with codes, because we have had to use new codes on a regular ...
1
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1answer
561 views

Need lookup filter that filters a date against today or date stored in a formula field

I have a lookup field in the quote line item standard object. It is a lookup field to a custom object that has a field that is an expiration date. I need to be able to filter the lookup so that it ...
0
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1answer
101 views

Remove or hide values from lookup

I have a junction object (Employee_Skills__c) between Contact and Skill__c(Custom object). Is there a way that we can remove/hide from the lookup of Employee_Skills__c those values which is not being ...
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0answers
45 views

Change the search field in lookup dialogue

One of the objects has lookup relationship with Addresses object. The lookup dialogue, allows me to search for Addresses on Name. I however want to search on some different fields. Accessing setup ->...
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1answer
535 views

Related contacts of Account in Task - Lookup filter

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows Activity: Related To ID equals Contact: Account ID The ...
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0answers
329 views

Display Product related to PriceBook in visualforce page

I have a custom object Product Quantity and it has lookup to Product2, I've created a Visualforce Page for Quote Creation (Quote standard object), and the Quote object has lookup field to Price Book. ...