Skip to main content

Questions tagged [lookup-filter]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
34 views

How to set the default value for choice lookup in screen flow, Once the data got passed fom LWC to flow

In My Screen flow, I have a choice lookup compnent of filtered conditions contacts related to the account and below that there is a custom LWC Component button (New Contact). Upon clicking on that ...
pradeep 's user avatar
1 vote
1 answer
57 views

For Lightning, can I have a field Lookup Filter that allows a blank lookup value when the path update button is clicked?

This lookup field filter on a field labelled "Fund Bank Account" on an object labelled "Distribution": works well when a user is editing the lookup field. It only offers Fund Bank ...
Keith C's user avatar
  • 136k
0 votes
0 answers
86 views

Understanding Salesforce ERD

I was wondering if someone here could please help me understand a Salesforce ERD. To be completely honest, this diagram is from a Superbadge, however I think it's a basic enough question of concepts ...
David de León's user avatar
-1 votes
1 answer
32 views

Lookup Filter in some cases

I have the search filter for an opportunity where I have 3 filters, but it only has to jump when the current record is at a specific stage. It's configured like this, but it doesn't work: any idea? ...
SergioXp's user avatar
0 votes
0 answers
42 views

Filter for List View Where 'Related To" is blank or Related to 'Intake'

I would like a Tasks View, in which the 'Relate To' field is either blank or the object that 'Relate To' is connected to is an 'Intake'. Is this possible? I think the problem is that 'Intake' isn't ...
Liz Gewirtz's user avatar
0 votes
1 answer
39 views

Need to show Client ID within the Search box in Opportunities when linking a Beneficiary

I want to be able to see the “client ID” which is a custom object for each client and beneficiary when I do a quick search in the opportunity section. For example when I’m adding a new opportunity and ...
Ahmed Ali's user avatar
0 votes
2 answers
482 views

Bypass lookup filter

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. Added a second filter condition OR ...
Thomas's user avatar
  • 2,310
-1 votes
1 answer
344 views

An error occurred when filtering products: Filter field SBQQ__ProductFamily__c does not exist on object Product2

--New to Salesforce. I have created a Product Rule with Type "Filter". In Product Action -> Filter Information , the Filter Field is Product Family. On selecting the Product in Quote , I ...
Neha's user avatar
  • 1
0 votes
1 answer
49 views

🙏🏼 How to add a conditional limit number to a look-up field?

I need your help/advice. I have a contact profile that has the following custom fields: Checkbox Manager Checkbox Tutor Lookup field Apprentice I need to work the lookup field filters so that ...
Sebbie's user avatar
  • 91
-1 votes
2 answers
125 views

lookup filter on custom object

I have a custom object A that has a lookup to Contact. In the Contact object I have a lookup to user. I want to filter the lookup to contact on object A so the only contacts allowed are the ones ...
jojo's user avatar
  • 89
0 votes
0 answers
306 views

Error when saving record due to Lookup field filter

Getting the following standard error message with a lookup filter validation rule. I have checked all of the lookup fields on the object (Opportunity) and cannot see any lookup filters that would ...
Wiesiek Bland's user avatar
-2 votes
1 answer
246 views

Custom lookup search filter how do I set [closed]

The custom lookup Set to lookup the object "User". I want to display only users whose Department in the user object is "service". <c:customLookup objectAPIName="User" ...
user97538's user avatar
0 votes
1 answer
554 views

Question regarding look up search

There is one field, which is look-up to Opportunity. Now lets say there are 5 Opportunity records with name Anil. When I put "A" in that search, it shows 2 records, when I put "An&...
Raj's user avatar
  • 17
1 vote
0 answers
155 views

How to display accounts of a user in which he is a account team member in alookup field?

I have a custom lookup field which is related to account. I want to select only the accounts that I am a team member of. Those accounts have to be shown how to give this filter?
Karthika Kp's user avatar
0 votes
1 answer
582 views

Lookup filters based on values populated from junction object's parents

I have a junction object that connects a Lead to a Schedule object. This junction is called Schedule Registration. A user creates a Schedule Registration by locating a Schedule they want to register a ...
Ryan Werner's user avatar
0 votes
0 answers
344 views

Not able to edit Lookup Filter for custom field

I need to change the Filter Criteria of the lookup filter for a custom field. But then i edit the custom field I am not able to edit the lookup filter option.
klnavi's user avatar
  • 79
0 votes
0 answers
1k views

How to display the value of two fields in my lookup field

I add a new lookup field in my Contract Object named (compte de facturation) ,this field is a lookup field that will bring all accounts with record type Billing . My question now ,how can i display in ...
user3499987's user avatar
-4 votes
1 answer
28 views

How do I create a field on the account object that returns the opportunity with the earliest close date [closed]

As an added bonus, how if I want to do that with child accounts. So it’s the earliest opportunity close date of all the children. Finally, can it be recursive? It would be a shame if the answer were ...
Henrietta Martingale's user avatar
1 vote
1 answer
741 views

Lookup relationship filter by related object's junction relationship

I have the ff: Product object with multi select picklist State. Payment object with string State. Payment will have a lookup relationship to Product but I need to filter products so that it will only ...
sabu's user avatar
  • 11
1 vote
1 answer
1k views

Lookup filter information

I have a custom Lookup component that will within another LWC. I need to retrieve the filter information for any lookups that has an active filter. I was able to retrieve data using ...
Phuc's user avatar
  • 125
0 votes
1 answer
118 views

How do I create a lookup relationship that populates email instead of 'User'

How the scenario should work: A required field on opportunities that a user must select from a predefined list of approvers (they just have a flag on their user for department approver) before I use ...
Liam Coates's user avatar
1 vote
1 answer
5k views

Search multiple fields of custom object from a lookup field

I have a lookup field on Account to a custom object. The lookup dialogue, allows me to search on the record's Name. However, I want to search on one more field. Is there a way to search from a lookup ...
Kostas Karagiannis's user avatar
0 votes
1 answer
466 views

Increasing the number of instant results in a Lookup field

I have a lookup field in my Contact records that lets you choose a shipping address that is related to the Contact's Account.I applied a filter to this lookup field so it only displays addresses that ...
user2928560's user avatar
0 votes
1 answer
398 views

Is there a way to filter results in a lookup for certain record types?

I have a lookup on a custom object to the standard object 'Products'. My custom object has 3 record types, and requires an input from the Products. But I would like to filter which Products are ...
Dan Watkoski's user avatar
1 vote
0 answers
1k views

LWC Lookup Filter using another field on record

I have custom objects: events, registration and rooms. A registration has a lookup for the event and a lookup for the room. The room have an event lookup as well. In lightning web components I want ...
Dan's user avatar
  • 199
0 votes
1 answer
204 views

Custom filter based on data extension

we have a data extension with some user status asigned to identificators. Is it possible to make a filter shows only the possible values of that field based on a DE with those ids and its meaning ...
Luis H's user avatar
  • 41
0 votes
1 answer
4k 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?
Prasad Ruwanpathirana's user avatar
1 vote
0 answers
324 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 ...
ojedawinder's user avatar
0 votes
1 answer
556 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 ...
Kate Holden's user avatar
0 votes
1 answer
2k 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 ...
Ravina 's user avatar
1 vote
0 answers
271 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 ...
Riya23's user avatar
  • 21
0 votes
1 answer
42 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
King's user avatar
  • 37
0 votes
1 answer
42 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
sudhanshu's user avatar
  • 115
6 votes
0 answers
3k 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....
Maya Tran's user avatar
0 votes
1 answer
5k 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 ...
Sharma_raj's user avatar
0 votes
0 answers
319 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:...
VDahiya's user avatar
  • 116
0 votes
1 answer
1k 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 ...
muthu kumar's user avatar
0 votes
1 answer
1k 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 ...
Roman's YARD's user avatar
1 vote
2 answers
1k 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 ...
Venkata's user avatar
  • 99
1 vote
0 answers
420 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 ...
Saumya Gaikwad's user avatar
0 votes
0 answers
144 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 ...
Swisher Sweet's user avatar
4 votes
1 answer
4k 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. ...
Marko Tomic's user avatar
1 vote
1 answer
2k 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 ...
jm.'s user avatar
  • 101
6 votes
0 answers
482 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 ...
Michaela D's user avatar
1 vote
1 answer
1k 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 ...
Walker's user avatar
  • 2,365
1 vote
1 answer
563 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 ...
RSICK's user avatar
  • 149
0 votes
2 answers
8k 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 ...
Patlatus's user avatar
  • 17.3k
1 vote
1 answer
3k 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 ...
Sander de Jong's user avatar
0 votes
0 answers
605 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-...
Max's user avatar
  • 101
-1 votes
1 answer
279 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 ...
mathew's user avatar
  • 1