Questions tagged [lookup-filter]

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14
votes
1answer
3k views

Lightning Experience lookup filters are not supported

Has anyone come up with a workaround for lookup filters in the Lightning Experience(If it is even possible)? Currently we are using a lookup filter on a lookup field on Object C to filter the ...
11
votes
1answer
333 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 ...
7
votes
4answers
4k views

Salesforce1 - How to Enable the Standard Lookup Field Search on a Mobile VF Page

We have created a couple of VF pages that are Mobile Enabled. These VF Pages have 2 Lookup fields each. The problem I"m having is that on Android, I cannot open a search to find the records and on ...
6
votes
2answers
1k views

Lookup Filter “OR” Condition

I would like to start using a filter on one of our lookup fields. The lookup field is simply a lookup to a contact. However, I need the filter to have an OR condition (e.g. only allow contacts from ...
6
votes
1answer
2k views

Unable to create a filter on an existing lookup field

Wondering whether anyone has run into this before. I have a lookup field on one of my custom objects to the Contract object and want to add a lookup filter to that field. According to https://emea....
6
votes
1answer
2k views

Lookup filter on visualforce page

I have a Custom Lookup field for Account and Contact on visualforce page After Selecting Account from 1st lookup field when i click the 2nd lookup field for Selecting Contact it should display ...
6
votes
1answer
380 views

Cross-object Lookup Between Custom Objects

I am fairly new to Salesforce, and keep running into its many limitations. I am just trying to make a Lookup field to find what category the item on my Invoice Line object has. The category field is ...
6
votes
1answer
686 views

Account lookup on Opportunity not filtered correctly from Visualforce page

Visualforce Our organization uses a Visualforce page to override the New Opportunity action. Below is a functional sample of the Visualforce page that specifies the Account lookup field and ...
5
votes
1answer
4k views

Enhanced Lookups (All Fields)

Are custom lookup fields searchable with the (All Fields) Search Enhanced Lookup on a Custom Object? In this example: I have a "Well" (Custom Object) record that has a look up relationship to a "Rig" ...
5
votes
1answer
2k views

Lookup with filters fails to display records on visualforce page

I've got a visualforce page with a lookup field with a filter on the field. The field is looking for a Class__c object, which has a Master-Detail relationship with Campaigns, and is created under a ...
5
votes
0answers
261 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
3answers
677 views

Contact is no longer valid with your selections

I Have two Lookup Fields on my XYZ Object Account(Controlling Lookup Field) Contact (Lookup Filter: "Contact:Account Id" equals "Account Id",as selected in above field) when i select "MyAccount" &...
4
votes
1answer
1k 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. ...
4
votes
2answers
753 views

Filtered Lookup Meta-Data

I am using Sublime Text and Mavens Mate to bring meta-data into our Git repository. I recently added a Lookup filter to a packaged field (managed-released). The change went through in the org just ...
4
votes
2answers
4k views

Lookup filter to display Contacts related to selected Account

I want to apply a lookup filter on Quote object on the lookup field "Contact". The filter should be such the Contact lookup dialogue box should only display the Contacts related to the Account ...
4
votes
0answers
1k 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
1answer
822 views

Filtered lookup fields don't work in Visualforce when records wrapped in Object

I have a grid Visualforce component that displays records as rows where fields are editable as apex:inputField. The component works for generic SObjects and uses fieldsets to defined editable fields. ...
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
311 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
1answer
8k views

Difference between dependent lookup and lookup filter

What is the difference between a dependent lookup, required lookup filter and optional lookup filter. I found those three concepts in many tests of salesforce and i didn't understand it.
2
votes
4answers
1k views

Remove lookup value once selected in a record

If I select a value on a lookup field on a particular record, is there a way that this selected lookup value gets hidden and does not display in another record? Lets say I have an object Object1__c ...
2
votes
1answer
6k views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
2
votes
3answers
473 views

Filter results outside managed package on lookup in managed package

In a managed package, on a Custom object, I have a lookup to contacts. This lookup simply returns all contacts from an org. Now I have a use case, where a client of ours (which has the package ...
2
votes
1answer
266 views

Use Global Variable $Setup in Lookup Filter

Since global variables can not be used in Filter criteria, I created a formula field, to pass it through. But referencing this formula (with global variable) in a Lookup Filter does not work Custom ...
2
votes
1answer
1k views

Show all the records instead of recently viewed records

On Clicking Look up field,it will show recently viewed records.But is it possible to show all the records which are satisfying the filter criteria,instead of showing recently viewed records.
2
votes
1answer
453 views

Best way to set up a Lookup filter for record type on managed package

I have a lookup filter on a lookup field from one Custom Object to another; both objects are within a managed package. Let's assume we have one Object A, with a lookup field lookup__c and another ...
2
votes
1answer
578 views

Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page

I have a lookup filter criteria on contact object on Account lookup field. Where among the conditions one condition is Account Name: Sold To equals to True where sold to is a check box on account ...
2
votes
1answer
313 views

Why can't I add a lookup filter on the product field on assets?

When I go to edit asset metadata I can bring up the (empty) list of lookup filters but I can't add one because there are no buttons to do so. Only some of our products should be selectable as assets (...
2
votes
1answer
243 views

Changing the lookup field format

How can I change the format information is presented when I use a lookup field? To be more specific, if I relate a contact to an event with a lookup field, and I click on the magnifying glass icon to ...
2
votes
0answers
398 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
215 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
522 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
54 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
1answer
402 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.
1
vote
1answer
346 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
vote
1answer
91 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
vote
1answer
250 views

Can I use a filtered lookup field value in a workflow rule?

I have a specific contact field (Agentname) in the Opportunity object. I want to make an email alert to this agent. My rule criteria are something like: AND(CONTAINS(AgentName__c ,'Mike'), ...
1
vote
1answer
1k views

Lookup Filter with related fields that are more than one relationship away from the lookup object

I want to add a lookup filter for the lookup between Package Version and Release. So I just can choose Releases which are linked to the same Program as my related Package. This is not possible ...
1
vote
1answer
409 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 ...
1
vote
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 ...
1
vote
1answer
639 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 ...
1
vote
1answer
618 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
vote
1answer
294 views

Lookup Filter Question

I have a Lookup field on the Opportunity that looks up to the User called Cost Estimator. I would like to make it so the only users that can be selected are members of the Cost Estimator Public Group. ...
1
vote
1answer
418 views

Look up filter search by all fields

I have three objects:DNR,DNROLI and LCROLI. DNR and DNROLI is having master-detail relationship,DNR being master. DNR and DNROLI is having look up relationship with LCROLI. On LCROLI page,I have a ...
1
vote
1answer
399 views

Lookup filter on a junction object [closed]

I need to make a lookup on Object A that looks up on the Contact object. Filter Criteria: Object A has an event attached to it. The event has a list of contacts. How can I create a lookup filter ...
1
vote
1answer
127 views

Lookup filter based on sibling objects

Suppose we have two custom junction objects which link two Accounts via lookups. Lets call them Looky1__c and Looky2__c. We have a requirement to restrict the accounts selectable in Looky2__c based ...
1
vote
3answers
2k views

Custom field lookup not returning all matching values for filter criteria

I have created a lookup field with required filter type that filters on specific criteria within the lookup objects. During testing I noted the lookup field only returning 1 value as an option when ...