Questions tagged [lookup-filter]

The tag has no usage guidance.

54 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
5
votes
0answers
251 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 ...
5
votes
0answers
43 views

How to best cope with No more lookup filters in Managed Package context?

In my managed package (delivered to many customer orgs) I have active Lookup Filters on CustomObject__c. I planned to add two more but ran into the "Max. 5 Lookup Filters per Object" limitation. How ...
4
votes
0answers
969 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....
3
votes
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 ...
3
votes
1answer
308 views

Lookup Filter on Junction Object

I have a Junction Object : Authorities This has a lookup (MD) to Accounts and another lookup (MD) to Policy. Accounts and Policy both have date fields called: Inception__c and Expirty__c When I am ...
2
votes
0answers
364 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 ...
2
votes
0answers
64 views

How to configure Look up filter

I,ve one Parent object 'Patient' and Child Object 'Patient Services' and another Parent object 'Job'. On Patient Services Object one Look up field Named Patient related to Patient object & ...
2
votes
0answers
212 views

Lookup filter in a many to many scenario

We have two custom objects A and B which have a many-to-many relationship so they have a junction object J to connect them. Now I am having another custom object C which has lookup field to both A and ...
2
votes
0answers
519 views

Lookup filter not working as expected

I have an object (Object A which has a checkbox field Active). I have referred this field in another object through a lookup. In the filtered lookup condition, I have put Active=True. However, during ...
2
votes
1answer
53 views

Update the Lookup list

I have create a lookup from Account to an account. I need to display only the accounts with which are accessed by portal user. For this scenario, i have created a trigger on user, when user get ...
2
votes
0answers
180 views

Filtering Contact's child custom object data based on its relationship with Contact's Account

My apologies if this question is answered here earlier...but the ones that I read (case/account/contact filtering etc.) seem different then this. I have the following relationships... Account >-< ...
1
vote
0answers
75 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 ...
1
vote
0answers
66 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 ...
1
vote
1answer
38 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 ...
1
vote
2answers
465 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 ...
1
vote
0answers
331 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. ...
1
vote
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 ...
1
vote
0answers
527 views

FIELD_FILTER_VALIDATION_EXCEPTION, Competitor Required: Value does not exist or does not match filter criteria

we have lookup relationship called as 'Competitor' on opportunity object where it gives the account of record type competitor and in the filter criteria it gives only those competitor account whose ...
1
vote
0answers
132 views

How to enable lookup filter

I'm trying to find a way to add filter to a lookup popup window but I'm unable to find how to do that. I have custom object which has master/detail relationship and what I want that when the user ...
1
vote
0answers
28 views

Enhanced Look up

Say i have an account ABC-12345 I have an enhanced look up for that account in my case. Earlier i would be able to type just ABC in the search and press enter and it would bring this ABC-12345 . but ...
1
vote
0answers
162 views

accessing related lookup in SOQL query

Hi I am writing a SOQL query. I use Fuse IT to check my SOQL queries. So the Query is: Select Id,Name,Material__r.APS_Account__r.FirstName, Material__r.APS_Account__r.LastName from Material_Order ...
1
vote
0answers
105 views

Clear the value of a lookup field on an article using some form of automation (process builder, trigger, or workflow rule)?

My org tracks update requests on our published knowledge articles in an custom object that has a lookup relationship to our articles. When there is a new update request we edit the article and make ...
1
vote
1answer
412 views

Filter for lookup on object in many-to-many relationship

I have two custom objects - A and B, which have many-to-many relationship, presented by a third custom object - A_B_Asoc. A ------> A_B_Asoc <------ B In Opportunity, I have a lookup to A, ...
1
vote
0answers
387 views

Creating Lookup Filter - Insert Field not showing field

I am trying to create a lookup filter from a custom object (FormProduct) to Product on the FormProduct object lookup field and set the criteria on a field on the FormProduct (ProductType__c) but this ...
1
vote
1answer
182 views

Lookup fields appear with the Lookup button on record edit pages

Lookup fields appear with the Lookup button on record edit pages How can i make it in my VF Page ?
1
vote
0answers
210 views

Pass Data from VF section on detail page to standard Save button

The initial requirement is to create a Dependent Look Up so that when one look up is clicked it will control the values of second dependent look up. What I have done: Created a VF page and a custom ...
0
votes
0answers
27 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 ...
0
votes
0answers
20 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: ...
0
votes
0answers
22 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. ...
0
votes
0answers
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 ...
0
votes
1answer
105 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 ...
0
votes
1answer
23 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
0
votes
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
0
votes
0answers
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 ...
0
votes
0answers
51 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:...
0
votes
1answer
94 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 ...
0
votes
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: ...
0
votes
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 ...
0
votes
1answer
1k 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 ...
0
votes
0answers
241 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-...
0
votes
1answer
81 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 ...
0
votes
0answers
77 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.
0
votes
1answer
106 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 ...
0
votes
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 ->...
0
votes
1answer
81 views

Fetch child account name from parent

Estimate is the parent and it has Bid Request as a child. In Bid request there is a field "Name" Above the "Bid Estimate" field, display the selected Contractor's name that is associated to the ...
0
votes
1answer
80 views

How to ensure that a lookup on child must be choosing a parent of same record type as its child?

I am having record type : A and B on both parent and child,and a Master-Detail relationship among them. How can I ensure that child can only select records of parent,which are of same record type?
0
votes
0answers
64 views

I could not get the values in the lookup field

I got a Lookup field in my VF page and when i tried to look up for a group i could not found it in the search list. <table> <tr> <td colspan="3" style=...
0
votes
1answer
64 views

How to stop frozen user in lookup search window

How to stop frozen user in lookup search window. We have one requirement we need to stop displaying frozen user in lookup search layout . any help will be highly appreciated
0
votes
1answer
90 views

Lookup Field to show particular records

I want to create a lookup field in which if user's Country is US then he can only see records of country US when he clicks on lookup and If user's country is UK then he can see records of UK
0
votes
1answer
256 views

Contract lookup with filter not working properly

On a Custom object (Timesheet), I have Account and Contract lookup fields. The Contract lookup has a filter on it Timesheet.Account = Contract.Account. Basically, I only want to see the Contracts of ...