Questions tagged [lookup-filter]
The lookup-filter tag has no usage guidance.
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16 views
lookup filter to show some specific user in custom lookup field
I have scenerio where i have two picklist field on a object and on the basis of picklist field value i have to display the user in custom lookup field owner where only selected user will be displayed.
...
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0answers
7 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
25 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
12 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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26 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
17 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
36 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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18 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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302 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
40 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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37 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
28 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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86 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
80 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
18 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
719 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
69 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
51 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
415 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 ...
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1answer
362 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
154 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
188 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 ...
1
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1answer
34 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 ...
1
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1answer
58 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
362 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
156 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
190 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
56 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 ...
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1answer
893 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
votes
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
votes
1answer
89 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 (...
2
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0answers
106 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 ...
10
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1answer
239 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 ...
0
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1answer
155 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. ...
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1answer
246 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
49 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 ...
2
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0answers
263 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
60 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
317 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
115 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
vote
1answer
421 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
73 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
42 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 ->...
2
votes
1answer
393 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 ...
1
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0answers
308 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.
...
0
votes
1answer
137 views
Trying to Create a VisualForce Page that has a Lookup Field displayed as a picklist that is filtered by the previous field
I have a visual force page that I am trying to create an availability checker based on the city that the person resides in Italy. But when checking the page it does not filter and just shows me none ...
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0answers
30 views
Multiple Users option not coming on my page
While creating a task when we click on the lookup icon of assigned-to pop up appears where we can search for user and also assign the task to multiple users or groups. But when I made a vf page those ...
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1answer
204 views
add another field on lookup popup
when creating a new contact with account name icon popup of lookup appear like below image see
I need to add one more column that "Last Modified By" after the Type column. how can i add it.
0
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1answer
2k views
FIELD_FILTER_VALIDATION_EXCEPTION
I am receiving the attached error when I am trying to save an Account record.
Background: -
I have created a Multi Select picklist field on Account (Service Partner Type).
On Implementation ...
