9

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) and dependant reference a field on the source object so basically using a field on the source object to filter the choices from the target objects as outlined ...


7

Relationship fields (and picklist fields) are not included in the search. Though the enhanced lookup search covers more than just the name field, the search scope is still limited to searchable fields on the object, which include: Auto-number fields and custom fields that are set as an external ID Email and phone fields Fields of type text, text area, long ...


7

Aahh, ran into a limitation of lookup fields, according to https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_lookup_filters_notes.htm&language=en_US Contracts are not a part of the Standard Object list that can have Lookup Filters applied. Just wanted to get that out there if anyone else runs into the same problem :)


7

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 feature probably was deemed not release ready (or similar), but already in the codebase at the time of code freeze. It's much less risky, and much less expensive, ...


6

You just need to use the filter logic. You can click the Filter Logic link to allow you to add OR logic to your criteria


5

In your apex:page component, you have showHeader="True". This setting will apply some default styling to the other components in the body. Try setting showHeader="false". The Visualforce Guidelines and Best Practices documentation states... "The normal Salesforce header and sidebar are automatically removed from Visualforce pages added as mobile cards. ...


5

you might need a DML update (i.e. Save the record) between selecting the 1st and 2nd lookups (since the 2nd lookup filter depends on the 1st lookup's value). You have an issue because you are trying to do both at the same time, and the 2nd Lookup Filter doesn't know the 1st Lookup's Value because you haven't saved the record yet. @Andy Hitchings on 2017-02-...


5

Below the list of "Filter Criteria" is a link that reads "Add Filter Logic..." Once you click that, you'll have the option to create a complex filter logic such as (1 AND 2) OR (3 AND 4) OR (5 AND 6) OR (7 AND 8)


5

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 filters to not be reliant on a specific value in the field you are adding or updating. We launched Lightning with related lookup filters support, which is by far ...


5

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 Visualforce page) showed up in my first searches on the matter, but I dismissed them due to the questions referring to a RecordType in the filter, not a related ...


5

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 include the columns you want.. Let me if these steps help you out


4

You need to activate a feature called Enhanced lookup. For that do the following steps: go to Setup -> Customize -> Search -> Search Settings Over there scroll down to the Lookup Settings and activate it for the wished custom object now you will be able to search in all searchable fields Here is some more official information about Enhanced Lookups.


4

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 criteria set on this Look up field. If you could identify what is the look up criteria and what value you are inserting in code then you can resolve the problem....


4

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 a Team related list on it which shows the user & manager details. This is the out-of-the-box managerial and direct reports functionality. (This operates ...


3

So Sean Forbes has a parent account of Edge Communications - if you delete the account lookup on your object, there is no longer alignment between the account lookup id on your object and the account lookupup id on the Sean Forbes contact record


3

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 filtered records.


3

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 Release object to get the related Program value. Program__c Create a lookup filter to match both of these values. Select field in the Value/Field section of ...


3

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'))


3

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 and process formulas. Depending on what you want, there's a somewhat doable workaround here. You can also vote on this idea.


3

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 creating a Product Model record. Use newly created Product Model record on Opportunity. This will set your lookup filter criteria. Hope this helps :)


3

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 means it will only work for Records created after a particular period. You can do that by adding a date filter. This would still allow you to save/edit old record. ...


3

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 (which is why the Lookup window reads "Recently Viewed Contacts"). Even with a lookup filter, you are required to view those records and have them in the MRU ...


2

According to your criteria you cannot do this, Why: Your lookup filter is to only in include Flats that have a status of available. In your trigger you are changing the Flat Status to Block (per your example) Thus when you update the flat status it is no longer meeting your lookup field criteria and the after update to allocation throws an error.


2

The only thing I can think of is to add a org wide custom setting with some kind of override telling the package what field to use. They would create the field on your object, restrict the lookup appropriately, then use the custom setting to specify the newly created fieldname. The real suck of this is that you will have to make everything dynamic as it ...


2

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, for instance, your lookup field lookup on the standard object Account. Then Only the most recently viewed Accounts will be shown as the standard object ...


2

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 on filtering in your case. You'll want to make sure you include only CaseEvents that are related to your Case, not just those that have a certain Location ...


2

Just discovered this is indeed a known issue with Salesforce, https://success.salesforce.com/issues_view?id=a1p30000000T3uIAAS


2

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 Object2__c.InUse__c to use in the filter expression. A trigger can populate that checkbox field on insert/update/delete/undelete of Object1__c. The trigger would ...


2

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: Looky1__c Parent_Account__c Related_Account__c Looky2__c Parent_Account__c Related_Account__c *lookup filter goes here Here's the adjustments ...


2

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 will not display anything. Users will need to search for an account that matches the criteria. Found another possible reason for returning 0 results ...


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