Questions tagged [lookup-filter]

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1answer
661 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
349 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. ...
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1answer
201 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
422 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.
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1answer
4k 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 ...
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1answer
39 views

Look up filters issue

I've two fields say Country1__c and Country2__c both are look-up to same object say Country__c Country__C has field called 'Continent__C' having value say Asia, Europe, Africa etc.. Now my ...
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1answer
416 views

I just want a lookup field on Lead for Queue

I tried to create a lookup field on Lead object for Queue. but unable to find queue. Please suggest
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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 ...
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1answer
90 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?
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1answer
143 views

Lookup Filter: How To Display No Result If Dependent Fields Are Empty And All Related Result if Dependent Fields Are Present

I am setting up a lookup filter to meet the condition below under Opportunity object in a custom lookup field PSource: If both Account and Contact is empty, then don't display result in lookup If ...
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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.
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2answers
397 views

Custom filters in lookup

I have a lookup field in a Visualforce and I need to add one filter in that. I have to do with apex because with the standard way I can't create this filter. Could you help me? How can I create the ...
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1answer
891 views

Restrict Contacts only related to Account that is associated to a Custom Object

I am trying to restrict the users ability to Select contacts to only those related to the Account. Here is the Structure: On the Custom Object there is a Master-Detail(Account) lookup. I also have a ...
6
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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 ...
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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=...
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1answer
316 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. ...
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1answer
504 views

Restrict Contact list on task based on Account

I am having users create a task on an Account but I only want to allow the user to select Contacts that are associated to the Account that the task is being created on. I tried to use a filter but it'...
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1answer
655 views

Lookup Filter on Junction Object referencing ID Field

I have a Master-Detail Relationship From an Object Flat to an Object Expense and also from Flat to an Object Housemate. Furthermore Expense and Housemate have a Many-To-Many Relationship through ...
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0answers
563 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 ...
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1answer
79 views

Translation needed in Lookup dialog search layout

I have a field in Account : Account Type. For a particular set of users with language en_us this field is translated to : HCP/HCO Type Now, in another related object of Account say Acct_child, Account ...
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1answer
70 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
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0answers
138 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 ...
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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
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1answer
266 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 ...
0
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1answer
591 views

how to insert filter type lookup value for a field in test class

this is my test class @isTest private class oerClass_Test { static testMethod void unitTest() { //Account Insert Account acc = new Account(); acc.name = 'test'; ...
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1answer
464 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 ...
1
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1answer
55 views

Lookup dialog must return records related to the junction object

In my requirement I have a junction object between Account and Contact. Now there is a requirement that on the case object, where standard lookup field of contact and account are present, when I have ...
2
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1answer
278 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 ...
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1answer
425 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 ...
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1answer
100 views

Unable to configure Lookup 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
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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
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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.
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1answer
647 views

Use SOQL to select records filtered by lookup field

I did some SOQL queries that cannot return what I want, I wrote: List <Custom_Opportunity__c> buffer = [SELECT id,VD_Owner__c FROM Custom_Opportunity__c WHERE VD_Owner__c =: VDOwner.id]; ...
1
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1answer
258 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'), ...
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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 ...
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0answers
171 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 ...
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2answers
141 views

Filter contacts when sending an email from Account

When we "Task: Send an Email" from an account record, the account is set by default, but one must select a contact to send to. Problem is, the lookup shows contacts from other accounts, so it is easy ...
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0answers
111 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
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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 ...
14
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1answer
4k 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 ...
1
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1answer
435 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, ...
6
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1answer
393 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 ...
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0answers
44 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 ...
2
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1answer
587 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 ...
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0answers
395 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 ...
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1answer
147 views

Product Lookup Not Showing Newer Products for Non-Admin

I have a Product Lookup field on a custom object called Product Demos. I also recently imported a bunch of new products to the system. For some reason, the newer products aren't showing up in the ...
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1answer
646 views

Lookup filter: Filter on shared parent object of another lookup on current record

I have a 'joint' object between assets and contacts. The object contains two lookup fields, one to contacts, one to assets. The idea is to allow a many-to-many association between the two objects. I'...
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2answers
1k views

Visual Workflow Lookup multiple values for a field

I'm having users select values with a multi select picklist (the worst) in the flow that correspond to values in a field on the account, let's say industry. They select Industry1 and Industry2. I want ...
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2answers
1k views

Apply filter for lookup on custom page

I need to customize lookup for custom object (fetch records applying some filter) on custom page. What we have. Object ClientItem that contains object Operator. [ClientItem.Operator] Controller ...