Questions tagged [lookup]

This type of relationship links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields.

228 questions with no upvoted or accepted answers
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'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 ...
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1answer
203 views

Why does a lookup to custom object on sites give invalid ID?

I am developing an internal site for all company employees (basically an intranet). I am using a visualforce page but it must be externally available because not all company employees have a ...
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2answers
7k views

How do you set a default value on lightning component force:inputField which is a lookup?

I have a lightning component (Summer 16) which contains a "Task" attribute as follows: <aura:attribute name="task" type="Task" default="{ 'sobjectType': 'Task' }"/> Further down the page, ...
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2answers
216 views

accessing a lighning inputField lookup name client side

I am easily able to fetch a lookup ID from a inputField <lightning:recordEditForm objectApiName="Case"> <!-- the messages component is for error messages --> <...
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906 views

lightning:inputField as lookup missing “New Record” option

Is it just me or is the lightning:inputField component missing the "New Record" option when it's rendered as a lookup? Right now I have to type a value in the lookup field, hit enter, and wait for ...
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342 views

Is there a way or workaround to relate Tasks to parent-Tasks or Tasks to Events?

I know this is an old limitation and we've worked around it by creating simply a plain text field holding the parent activity Id together with custom components (visualforce or lightning, both work) ...
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295 views

Is there a VLOOKUP function available for updating fields in a record?

Is there a non-apex way of updating a Boolean field on a record based on a comparison of values of a different field of all (or a filtered selection) the records in the table (object) to which the ...
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2k views

Lightning Components: Using <force:inputField /> on a Lookup only works partly and use slds-input class override with default

Using a <force:inputField value="{!v.account.ParentId}" /> seems to have flaws running in a Lightning Community Issues Rendering: wrong/missing styles Link "Find more results" does not work ...
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1answer
656 views

How to use soql queries on multiple look up relationship object to retrieve specific data

I have 4 custom objects (as shown in the schema diagram). And they are associated using a lookup relationship. Now the objective of my question is to retrieve Product profile(product) for a given ...
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303 views

Save & New Button for Visualforce page with data on lookup

public class ProductController { ApexPages.standardController m_sc = null; public ProductController(ApexPages.StandardController sc) { m_sc = sc; } public Pagereference ...
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1answer
49 views

Custom Mapping Parameter File

This is kind of an odd scenario and I was wondering if anyone had seen anything like this before. We have a custom object called Financial_Account__c which stores information about our customers' ...
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1answer
438 views

Remove Recent Item suggestion for Visual force lookup

This is my VF Page: <apex:page standardcontroller="account" doctype="html-5.0"> <apex:form > <apex:inputfield value="{!account.FAccount__c}" html-autocomplete="off"/> </apex:...
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27 views

Can Lookup Field be part of Composite Index?

I have an sObject say student( ..., student_name text,favourite_teacher lookup,marks integer) By the documentation , lookup fields (favourite_teacher) will be indexed by default. Is it possible ...
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82 views

Ampscript Not Working on Send SMS Journey Activity

I'm trying to create a journey to send a SMS with some personalization strings. The Journey is sending the SMS but all the ampscript variables come in empty, I'm using the following code: %%[ SET @...
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512 views

What is the reason behind not being able to make a custom lookup field (looking up Standard Object) a mandatory field?

Not sure why we cannot make a custom lookup field a mandatory field, when the looking up object is a standard SObject. e.g. Product Holder (Custom obj) has Component lookup field looking up Product2. ...
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29 views

Salesforce lookups not displaying results

When creating a new record for a custom object on the standard page layouts the results of the lookup do not start showing up until the user enters 3 letters. The problem is the records that are being ...
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344 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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308 views

change default values for force:inputfield lookup based on some filter

Force:inputfield displays the lookup values perfectly , but i need to filter the values based on certain field , can i do that . for example: <aura:component > <aura:attribute name="...
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1answer
1k views

Visualforce lookup field with apex:inputField in LEX?

Simple story: As a sales user, I want to mass assign leads to a teammate, so I can better distribute our total workload. The constraint is that I need to do this in Lightning Experience, in which the ...
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0answers
581 views

Lookup field not working in lightning mode

I'm trying to create a service sold and select a quote line item, but, using a lookup field cannot select a valid QLI. The same process works fine in classic mode, and it's the only lookup field that ...
2
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1answer
36 views

Do standard lookups always follow: FieldName = RelationshipName + “Id”?

Can we say that all standard lookups/master-details/polymorphic fields follow a consistent naming convention across all standard objects? I'm talking about this pattern: field name = field ...
2
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1answer
180 views

trigger to populate manager's manager in a lookup field

Way too new at coding to be able to figure this out, hoping someone has done this and can help me out or get me started. Need to use the managers' manager on an approval process for a custom object ...
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346 views

Custom Lookup For Multiple Field in PageBlockTable

I want populate custom lookup in table for multpile fields For single Teacher lookup it is working fine I am reffering to Jeff Douglas Custom lookup How to implement the same in Page block table? ...
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1k views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
2
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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 ...
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1k views

Data Loader using self relationship lookup and external id

I'm currently using Jitterbit Dataloader. I have an object called 'Project' and it has a self relationship (lookup) called 'Parent Projects'. During an initial import there are no parent projects so ...
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1answer
50 views

Visualforce lookup to Account

I am developing a page which will allow a user to select an Account and it will use that Id to construct a URL. I have no objects in my org with a lookup field to Account, and therefore I cannot use &...
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24 views

Reparent child records from different child objects

I have a situation where I have a parent object with around 15 lookup child objects. In a certain business scenario, the parent record will be replaced by another parent record, so that all these ...
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1answer
89 views

Must provide either 'fields' or 'layoutTypes' on a flow screen lookup

I'm trying to build a flow with a lookup component. However, I'm always getting the error : Must provide either 'fields' or 'layoutTypes' when providing childRelationships param. Here are the ...
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1answer
42 views

lookup new record layout override in lightning

is there a way to have a different layout for '+ New [Record]' from Lookup field?
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26 views

Lookup field visibility based on picklist value is not working

I am trying to display a lookup field based on the value of a picklist. If the value 'Other' is chosen on the picklist, the showOtherAddress is set to true and then the rerender triggered by the ...
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0answers
46 views

SOAP API: Populate lookup using an external Id

Helping a client structure their C# SOAP API an upsert into Salesforce and we're running into issues. I'm having a hard time finding documentation on this. (searched all this doc, found nothing ...
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1answer
27 views

Cannot update lookup reference by External Id, if current reference is not null

Scenario: Product__c product = [SELECT Id, ProcurementGroup__r.Number__c FROM Product__c LIMIT 1] product.ProcurementGroup__r = new ProcurementGroup__c(ExternalId__c = '123'); update product; I am ...
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55 views

Record not getting saved with lookup field, but does when the field is blank

I am new with Lightning and Javascript. I am trying to learn component level events in Lightning. I have made a custom object Pincode__c child of Account object(Lookup). Name and Account__c being the ...
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1answer
34 views

How to create a related list for Orders associated with a Contact record that appears on the Contact page?

I notice that there isn't an Orders related list that can be displayed on the Contact layout/page via the Customer Authorized By Lookup field on the Orders object. Is there a way to create a custom ...
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43 views

How to populate value when trying to create record from quick create

I have a custom object (XYZ__c) lookup on Opportunity. When I am creating an Opportunity, I can create a new XYZ__c record from quick create on the Opportunity page layout. There is an Account lookup ...
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69 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
34 views

Looking up custom object field & returning field based on multiple criteria

I have a custom object that contains a User field, as well as several other fields (Industry, State/Region). I want to look up these fields based on a Lead record and return the matching user (and ...
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17 views

Not able to select Customer community user in lookup on custom object

I have a custom object where I have a look up of User. When I'm trying to select the lookup customer community user it doesn't show user there.
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23 views

Sales Cloud: Related list and getting the right triggering object

I am using the Account standard object and the Opportunity standard object. I have a lookup relation from Account to Opportunity. A 'Related List' appears on Opportunity related tab. The code ...
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105 views

create account from a button inside aura iteration and set account id to the adjacent lookup column

I am new to lightning. I am inserting list of contacts in aura iteration with account lookup. I made custom component for searching account, which works fine. But i also need to give option to create ...
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1answer
34 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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0answers
77 views

Lookup parameters not always populating

I have a standard lookup field that sometimes does not bring back results. When the lookup does work, the Query String Parameters includes an id: dplp: [null, "0012a0000068ndL"] When the lookup ...
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1answer
1k views

Can't set the value of a lightning:inputField for a field of type User

I'm trying to set a default value on a lightning:inputField component. The fieldName references a User value. This is the code: <lightning:recordEditForm aura:id="recordEditForm" objectApiName="...
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1answer
492 views

Reproduce Lightning standard Lookup with SLDS in Visualforce

I have a VisualForce page that was created and used the SLDS to look like lightning. The code I have in this page for 2 lookup fields is practically the one below: http://aljs.appiphony.com/#!/...
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45 views

Lookup Field Intermittent Results

We have a lookup field that will sometimes return results and sometimes will not return results, and since it is a required field, users have to exit out of the form and return. I am wondering if ...
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0answers
271 views

How to display Account Name in a lookup field on Tasks? When task was created on a case

I have a custom lookup field called 'Account Name' on Task where I use a process builder to set its value to [Task].Accountid. This field is populated with Account name if Related To field of Task is ...
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1answer
342 views

Error in Process Builder

I have a process Builder Which updates the owner of all child objects PO,when owner of parent object is update Customer.But I'm getting either of the following errors while doing so: Error Occurred: ...
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1answer
54 views

Lookuporderrows() else part is not working in AMPscript

i am trying to show meeting details of a record on Condition-1 meetingtype is "on" Condition-2 if assignedsaleofficecode is empty then look for saleofficecode this is the dataextension link ...
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32 views

Can we restrict the fields to filter in Products Lookup Dialogs?

Hi, In the above image of lookup dialog window of Products object(Standard), I have to filter the records by using filter by. Here I want only selected fields to be visible in the dropdown but not all ...