11 votes
Accepted

Difference between dependent lookup and lookup filter

They are all lookup filters it's just whether or not the user can use the filter optionally or bypass the filter(optional) or if the user is restricted to only selections based on the filter(required) ...
  • 10.5k
8 votes

Undocumented SOQL Syntax USING LOOKUP

The USING syntax didn't exist in the prior version [Summer '14, v.31, release 190] and in Winter '15 [v.32, release 192] the USING syntax was introduced with just the USING SCOPE operation. The ...
  • 22.6k
6 votes
Accepted

Lookup with filters fails to display records on visualforce page

Figured out a method around the filter madness. A few related questions (Problem with Visualforce Page and Field Filters based on RecordType, Account lookup on Opportunity not filtered correctly from ...
  • 8,615
6 votes

FIELD_FILTER_VALIDATION_EXCEPTION

Why you are getting this error? You are trying to update a lookup field which has a Look Up filter added to it. And the value you are providing to that field does not match the Look up filter ...
  • 22.3k
5 votes

Lightning Experience lookup filters are not supported

I'm the PM for lookups in Lightning. First, I would look at your current lookup filter setup. Are they working as is? If you want to speed up Lightning or S1 adoption, try adjusting your lookup ...
5 votes
Accepted

add another field on lookup popup

follow these steps to customize the lookup popup Name->Setup From App Setup click on Customize Select Account and expand it Click on Search Layouts there you will see Look Dialogs click on Edit and ...
  • 453
4 votes

Need help in achieving one requirement

You don't mention the objects you're attempting to leverage here, so I'll describe one mechanism using standard functionality. The User object has a Manager lookup field and the User page layout has ...
  • 22.6k
4 votes

Related list contacts not displaying in lookup filter in search results

The lookup window shows "recently viewed" records when there is no search text. This is a list pulled from the MRU (Most Recently Used) cache, which only stores about 200 records per object per user (...
  • 451k
3 votes
Accepted

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

Lookup Filter value should match your test record. Create a Product Type record with field Is Disable = False. Then create a Product Model record. Use newly created Product Type record while ...
  • 4,927
3 votes
Accepted

Use Global Variable $Setup in Lookup Filter

Currently that's not possible. The salesforce documentation on Global Variables states that the $Setup variable is only available in Visualforce pages, formula fields, validation rules, flow formulas ...
3 votes
Accepted

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

In the Rule Criteria you can use related object fields such as Name in your case. This should work: AND(CONTAINS(AgentName__r.Name ,'Mike'), ISPICKVAL(StageName, 'Authorised'))
  • 2,101
3 votes

Apply filter for lookup on custom page

You can create your own custom lookup and can show records in custom lookup window as per your need or can create lookup filters at object level and can use that lookup on your custom page to show ...
3 votes
Accepted

How to deal with records invalidated due to adding filter criteria on lookup field?

This means 1 of the two things. You have invalid data that breaks constraints set by lookup filter. Your lookup filter is wrong. That being said, you can make lookup filter as progressive. That ...
2 votes

Custom field lookup not returning all matching values for filter criteria

PARTIAL SOLUTION FOR THIS ISSUE: I also had the same issue and I noticed that lookup fields targeting an object which can't be accessed via a tab display automatically all the records. Example : if,...
2 votes
Accepted

Custom Lookup Design

Refer to Customizing Search Layouts for displaying specific fields, Enabling Enhanced Lookups for filtering on fields other than Name, and About Lookup Filters for restricting search results. A note ...
2 votes

Remove lookup value once selected in a record

Lookup fields such as your Object1__c.Object2__c field can have a lookup filter defined. To exclude the already selected Object2__c instances in such a filter, you then need say a checkbox field ...
  • 131k
2 votes
Accepted

Lookup filter based on sibling objects

I think I get the essence of what you're trying to do but I don't think you can achieve this without adjusting your data model. First, I'm assuming your current data model is something like this: ...
  • 2,574
2 votes

Account lookup on Opportunity not filtered correctly from Visualforce page

The issue had to do with the Opportunity Record Type somehow not being properly set for the record. By adding <apex:outputField value="{!Opportunity.RecordTypeId}" /> to the Visualforce page, ...
2 votes
Accepted

Filter Account Lookup by Record Type to match correlated Opportunity Record Type

I did a quick test in my Developer org and it looks like you are on the right track. Remember that when you use a lookup filter, if you haven't visited an account that matches the criteria recently it ...
  • 10.5k
2 votes

Lookup filter on a junction object

It doesn't look like you can do this out of the box, if you take a look at the lookup filter cheatsheet here, it states you can only use values directly related to the target. Lookup filters are ...
  • 10.5k
2 votes

Cross-object Lookup Between Custom Objects

First check your datamodel and get it right. To just display a field from a relationship (parent) object in a page layout or report, you use a formula field. In this case the category field from the ...
  • 2,097
2 votes

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

Try this Create a formula field on package version object and which gets the program value for the related Package record. Something like this Package__r.Program__c Create another formula field on ...
2 votes
Accepted

Visual Workflow Lookup multiple values for a field

The only place an OR can be applied currently is either in a Formula or a Decision. That being said, you can use a formula to separate the values based on the delimiter, and run each result separately....
2 votes

Look up filter search by all fields

I've seen this behaviour before and had the same question. It looks like the search functionality only searches for data that is actually on the record itself. The 'DN-00461' value is not on the ...
2 votes
Accepted

Lookup Filter Question

Lookup filters can only filter fields on the related object. They can spider up multiple related records, but they can't do what you are looking for in terms of checking that user is in a public ...
  • 4,295
2 votes
Accepted

Show all the records instead of recently viewed records

It is not possible,checked the Ideas on salesforce and it is not delivered. There you go: https://success.salesforce.com/ideaView?id=08730000000kxgoAAA
  • 421
2 votes

Related contacts of Account in Task - Lookup filter

Since Contacts are not related to Opportunity that's why no Contact is displaying if you have that look up filter. You should change the look up filter like this upon introducing the Id check for ...
2 votes
Accepted

Need lookup filter that filters a date against today or date stored in a formula field

You could consider a writeable Is_Active__c checkbox field, which you can then turn to false using a Time Based Workflow Rule. That way, you should be able to include the field in your filter, but ...
  • 145k
2 votes

Reading Lookup Filter criteria from SObject field descriptions?

It looks like there is (API 48.0) a new describe method on DescribeFieldResult, getFilteredLookupInfo(). It is not released nor documented though. It returns a FilteredLookupInfo object if you have ...
  • 449
2 votes
Accepted

Custom lookup within Lightning Component

{#someValue} is a one-way binding. It's typical use case is when you need a value that should be set once, but never again. Here's a copy-paste Lightning App for you: <aura:application extends="...
  • 451k

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