Salesforce lookup filter not working If you search for an account that starts with Z, but that account isn’t in the search results, sort the Account Name field from Z to A so that the accounts begin with Z falls in the first Here are some search tips. When I copy and paste the alias from the liast view with no filters, "smart", it does not display any results. Create the following component. Leave Range as All Time and click Apply. Click in the field box and choose Current Lookup and find the name of the lookup field and the field to filter on. From Salesforce documentation Notes on Lookup Filters - "Spanning Relationships in Lookup Filters" section: Filter criteria can include fields directly related to the target object (one level only). Again, nothing. Oct 13, 2022 · Setting the value of a 'force:inputField' lookup field dynamically does not work as expected. Salesforce admins and users need the Use Criteria-Based Search and Filter system permission to configure and use criteria-based search and filter capabilities. Please click Refresh. 3. Currently, only account, contact, opportunity, user, and custom object lookups can use this feature. Since the option to remove the filter as a user currently is not possible in lightning (what is currently in use) this was a feasible solution for now, since the task was not to Sep 30, 2024 · A Lookup Filter is a configuration in Salesforce that restricts the values available in a lookup field based on specific criteria. Lookup filters in I’m working in sandbox and lookup filters have me climbing up a wall. You might just need to refresh it. The Lookup Filter in Salesforce is used to filter required records according to our needs. Why these filters are not working properly? Dec 29, 2016 · 5. accountId. You have to configure the field from an existing field. How CRM Analytics and Salesforce Data Pipelines Work Together. If you are working with an unsupported object or if have to use SOQL to query certain records, create your own UI and use Apex to work with Salesforce data. Working: User navigates to community form. Lookup Filter not working Custom Lookup Field on Accounts that is looking up to Accounts. ×Sorry to interrupt. Jun 6, 2018 · The only exception where dependent lookup filter field works fine is force:createRecordMuch needed fix. Enhanced lookups are available only for specific objects. Here are some search tips. If you don't specify any fields, your users can't use filters in enhanced lookup dialogs. 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. Edit: unofficial SF lookup is definitely more robust and solves for the lookup filter issue. ) With Winter '20, Salesforce introduced a standard lookup component for use in a screen flow. After applying the lookup filter, the lookup field will display only those records according to our defined Oct 13, 2022 · If the object used in the lookup is part of an installed package, verify the user has a license to the package. You can choose whether functional and advertising cookies apply. Can anybody point me in the right direction to get the lookup filters working with a Path? Thanks! Gareth Nov 13, 2019 · (Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow. Oct 29, 2021 · There is a custom formula field and i need to hide 2 related lists 'Deployment task' which is VF component and 'deployment steps' which is a standard related list based on the formula field = Salesforce then show the related list. Jul 10, 2018 · If you do not throttle search requests and you type a search term like “Codey,” you will trigger five — and mostly useless — search queries in less than 1. I am already using the field on a global action form in our community and it is working. Navigate to a Contact record, open the Action, then in Lookup field to CustomObject, attempt to search for a CustomObject record by name. Jul 29, 2016 · In Opportunity related account object, Account is a lookup field. Check the spelling of your keywords. Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. Next, I have a screen with the lookup component using the api name. Actual Results: CustomObject records are not found, the filter does not recognize the Record Type set on the Contact Action. A lookup filter limits search results, restricting the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. Allow Users to Search Salesforce Tabs + Visualforce Sites Sites using Salesforce Tabs + Visualforce have much of the same functionality as Experience Cloud sites using Aura templates. 5 seconds. Allow Users to Search Aura Sites Search in Aura sites depends on the type of template you use. Search all of Salesforce Help. Select fewer filters to broaden your search. I tried with using the Admin account, but it is still not working. If the lookup filter is defined as required, Salesforce prevents any updates to the record. Make the filter optional, this would allow the user to search for the records and select it despite there being no match for the actual lookup filter itself. Signature__c} To create lookup filters in either Salesforce Classic or Lightning Experience, please review Define Lookup Filters. With your Lookup Filter in place, let’s see it in action. The filter attribute specifies which records the component lists in the record picker. Save the record) between selecting the 1st and 2nd lookups (since the 2nd lookup filter depends on the 1st lookup's value). Oct 13, 2022 · Inline editing from a list doesn’t work if there are OR filters used in conjunction with a record type filter (all list filters must be joined by AND logic) Classic UI Users - Inline editing doesn’t work for list views with six or more filters List view lookup filter not working for lookup user field I'm trying to create a simple list view for opportunities and filtering by the created by alias. Loading. Thank you for choosing Salesforce and have great day! So a Parent Object and not use it's own Id to make sure the related lookup object has the matching parent Id. isOptional: boolean: Required. Jan 9, 2024 · I have the search filter for an opportunity where I have 3 filters, but it only has to jump when the current record is at a specific stage. Criteria-Based Search and Filter Permissions. Use more general search terms. For some reason, I can select the Account of the Entity of the StateEntiy in the first crieteria: Sep 19, 2024 · When deploying a Lookup filter for a lookup field, there may be instances where unexpected behavior occurs, accompanied by the error FIELD_FILTER_VALIDATION_EXCEPTION, even if the filter contains the correct value. It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. Oct 1, 2024 · This guide provides detailed steps to identify and resolve common issues with Salesforce lookup filters not working. Can I have a field Lookup Filter that allows a blank lookup value when a path "Mark as Current Progress" is clicked? General Information. Hi Siddharth, can you show more details on how the 2nd one is filtered based on the first. Most State Model base objects are related to other objects such as Accounts or Contacts. There's also a video from Salesforce Support on filtering our these blank values across a range of different places here. First selects a value in picklist A, then selects value in dependent picklist B (dependent on A), then selects value in dependent picklist C (dependent on B). If true, the lookup filter is optional. Apr 29, 2025 · If a lookup filter is defined as optional, the record can be saved and updated with a lookup value that does not match the filter criteria. User-defined lookup filter fields aren’t supported. Jul 19, 2024 · Lookup Filter: Lookup Filter filters the records according to the condition or formula you defined. For a list of supported objects, see the User Interface API Developer Guide. Apr 1, 2015 · Thanks. Aug 6, 2021 · There is a lookup filter on Product Interest field & Product Brand is a PickList. If you see the App Launcher icon on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. Steps to set up: 1. CSS Error That’s the problem. We can't load the page. May 25, 2023 · The Notes about Filtering on Types of Fields and Values should help you here. Apr 6, 2016 · I have lookup field (which is lookup to a object c) on account and the loopup object (c) contain a field name stage. 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 possibilities of Object B to only show B's that have a lookup to the same A record. Do you mean the records themselves are filtered, or are you referring to conditionally displaying the 2nd lookup based on the first Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. what's happening is that out of 6 picklist values for Product Brands only one is causing Lookup functionality to fail i. < lightning-record-picker label = " Accounts " placeholder = " Search Accounts " object-api-name = " Account " > </ lightning-record-picker > Specify a Filter. Feb 23, 2023 · Click Show Filter Settings in the Lookup Filter Section. Resolution The 'All fields' dialogue box is disabled because the 'Enhanced Lookups' is not enabled for the particular object. I did create the lookup field with filter criteria on the object. Leave everything else as is and click Save. Salesforce Help; Docs; Einstein Search; Specify Lookup Search Filter Fields. embeddedServiceHelpButton)' is not a valid selector. You can also change the layout for each profile. May 29, 2015 · Lookup filter: Filter on shared parent object of another lookup on current record 2 Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page Here are some search tips. Steps to replicate:- Create a custom object. The set of filter conditions. Let’s walk through an example: My Ships__c custom object has a Captain__c custom field that’s a Lookup to Contacts: Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. All of the related issue with lookup filter was tagged as product limitation. Configure a Lookup Field. Lookup Filter Not Working I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. Each Case record has a number (Called IRS Filter) indicating severity and the user should have a number less than or equal to this to be assigned the case. The search layout affects which fields users can view, filter, and sort by on the search results page. Required Editions Available in: both Salesforce Cla Jun 7, 2021 · Ensured that records exist which fulfil the lookup filter for the field (There are two records which should be showing up - confirmed in Salesforce) Ensured the user can view Contact records Given the user Create permissions on the Contact and Account object (This shouldn't even matter because I've set up the flow to run in System Context - so Nov 14, 2017 · Lookup Filters (aka Related Lookup Filters) You define lookup filters, also known as related lookup filters, to restrict the valid values and search results for lookup fields. lightning-web-components Do you have a lookup filter on the original field? I ran into this issue recently and once I deactivated that at the field level, it successfully looked up any records. When you select the option to perform a full lookup search, the search looks through all searchable fields within a record, not just the Name field. Example results may be returned for Person Account results that do not match list view filter criteria. I do not believe you can create a List View filter based on a lookup field. I created 2 lookups to Account and added a filter to an existing Account lookup field on a custom object. May 30, 2024 · If a lookup filter is defined as optional, the record can be saved and updated with a lookup value that does not match the filter criteria. Oct 17, 2023 · Note: Merge-fields of custom fields won't work if the primary object doesn't have a relationship with the secondary object that the custom field is from. Jun 6, 2018 · When we are creating a record using lightning:recordForm and the object on which record is being created has any dependent lookup filter field, then the lookup will not work. Only relationships of Data Type: Lookup can be used to establish lookup filter criteria to properly reference related object records during record creation. Mar 5, 2021 · When you access the search dialog box for a lookup field, you may notice that the 'All Fields' option that allows you to search by fields other than Record Name does not appear. When you’re editing a project record and open the Account lookup field, you’ll notice that only “SFDC Insights” appears. e. 5) Populate a value in the lookup field and click Finish. Depending on the type of field you are filtering on, a picklist may be used to select the value or type the value. External objects are not supported. Jan 21, 2020 · The look up filter doesn't fetch any values even though "AccountId" is set, which is the basis for filtering look up records. Dec 18, 2012 · I would like to create a Lookup Filter on the StateEntity field of an Invoice Item to only show StateEntity s that belong to the account of the Invoice. The value for filter is an object with a criteria property and an optional filterLogic property. Add two fields - Contact and Account. Whenever I click account lookup, and enter Rep/agent number, and then click Apply filters, it is not showing any account name even though there are existing accounts with the Rep/agent number. Understanding Salesforce Lookup Filters. These filters are designed to limit the number of results that users see in lookup search results, making it quicker and easier to find the right record. If you are using Asset, Contract, Quote, InsuranceClaim__c, or Application__c, lookup fields for these related objects, such as AccountId__c or ContactId__c, already exist. List view filters also work differently in the Salesforce mobile app. We use three kinds of cookies on our websites: required, functional, and advertising. The Final Test: Putting Your Lookup Filter to Work. Nov 7, 2017 · Indeed what you are asking is not supported in Lightning: Admin-Defined Related and Dependent Lookup Filters Can’t Be Made Optional Once added, all lookup filters are required, even if admins specify them as optional in Setup. The products and licenses in your org determine whether you have access to this permission and how you assign it. Sep 2, 2021 · For more information, see Search: What’s Different or Not Available in Lightning Experience and How Is Search Different Between Lightning Experience, Salesforce Classic, and the Salesforce App? 'No results yet' or 'Didn't find any matches' after searching for a record that's known to exist. I am so shocked that this simple condition is not working when i set this up in component visibility filter. Feb 7, 2013 · One of our user noticed that the default Asset lookup field in the Case isn't displaying every Asset tied to an Account in our organization. Aug 16, 2023 · 5) Now when you open the Related List and click on the Filter icon, the Filters section shows all the columns just added as options available to filter. From coffee makers and car engines to your email inbox, using filters is an easy way to keep things free of gunk. Save the Case Record and then access the Asset Record Lookup, to locate and attache the desired results. You would not want to have your users save more than 1 time to set the value, so this would solve that case for you as well. Searching through more fields eliminates guesswork and helps prevent missing records in the results. label=”I8 _ Search this Field instead of Display Field” Allow a different field to be searched on rather than the default Display Field (Feature Documentation) Lookup Filter Not Working I have created a Contact Lookup field on the Contact object called Managed By and have added a filter to it that requires the Contact must be Active. It did take me awhile to figure out how to set it up properly, but works great! Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. Jan 8, 2020 · Using Lookup Filters. throws at https://help Here are some search tips. Now i need to create a report on account on the base of different stage. This is not supported in the lightning experience as described here. Under Date, click Last Login and select Login Access Exp. In the Add filter search box, enter Last Login, then select Last Login. infoMessage: string: Information displayed on the page to help the user. Ensure that no values are entered in the Required text field 5) Observe that a validation fire and lookup field is wiped out after clicking on the finish button. I suggest you read this. Neither it is being routed from Opportunity ID. If an exact match is found, the value is saved to the lookup field, even if other partial matches are found. It ensures that when a user is selecting a related record (like Account, Contact, or Opportunity), the choices they see match the criteria set by the administrator. Mar 28, 2014 · Trying to put a lookup filter on a field that points to an opportunity, but the filter section does not appear when I set the related object to opportunity. Mar 31, 2020 · All in all, you have some work ahead of you to get that to filter without having custom lookup filters in place, and also for cases where the record hasn't a value yet stored. The filter doesn't appear to be working because it is displaying Tom Boyert and he has No in the Active field on his Contact record. Hi have a lookup field that has a filter on it. The filter does not (unfortunately) act before the list is rendered for the user. throws at https://help Oct 13, 2022 · This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D relationship fields in lookup filter criteria. Date from the dropdown list. you might need a DML update (i. Refresh Here are some search tips. Basically, when you configure the filters for your report choose the field and the “not equal to” operators, leaving the third field blank. g. Workaround: Either remove the Lookup Filters, make the Lookup Filters less restrictive or use more restrictive search terms. Use the arrow keys to select an option. It's configured like this, but it doesn't work: any idea? Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. Refresh Sep 3, 2024 · If you’re experiencing issues with Salesforce Territory Assignment Rules not working, follow these troubleshooting steps to resolve the problem: Step 1: Verify Rule Activation and Configuration Required. Choose equals for the operator and Value for the Value/Field. The look rule is: Assign To: Max IRS Filter less or equal Case: IRS Filter. Refresh Verify whether you can generate work orders with custom validation rules on the following objects disabled: Work Order; Work Order Line Item; Asset; Service Appointment; Assigned Resource; Verify whether you can generate work orders after deactivating custom lookup filters on fields from the following objects: Work Order Loading. CSS Error. The value of the attribute will update, however, the inputField component will not reflect the new value. Create the filter with these details: For operator, select not equal to Mar 6, 2018 · Is there a way to filter closed date using one of two requirements? E. How Page Layouts Work in the Salesforce Mobile App. Aug 21, 2023 · Person Account records may be returned in list view results if they match filter criteria however, searching list view results is not supported for Person Accounts. You can make filters optional in Classic. Your lookup is not just configuring to lookup to an object within the flow. Lookup filter: Filter on shared parent object of another lookup on current record 2 Lookup Filter is not working on Visual force drop down but working on lookup popup on visual force page Jul 6, 2023 · label=”I6_Filter on which field?” This is the name of the field to filter the lookup on. Click Save. You can make use of Lookup Filters with Lightning Flow. I've grouped by Account Name in a Summary Report using Accounts with and without Activities So notice that Answers has a record count = 1, but an Activities (my power of one field) = 0. For example, your accounts list view contains 8,000 records. But, at some point the user closes the opportunity and comes back to update a text area field on Oct 13, 2022 · 2. Oct 13, 2022 · Use the search box at the top of every page to search by a specific object or for a global search across Salesforce. Oct 13, 2022 · This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D relationship fields in lookup filter criteria. label=”I7_Filter Value” This is the filter value for the lookup. Field API Name:- The API name of a lookup field on the source object. However, for one of my users the filter is doesn't seem to work. Click the Find icon to select the Field, and fill in the filter details: Field: Contact Name: Account ID; Operator: equals Value/Field: Field / Case: Account ID; Ensure Required is selected next to Filter Type. Imagine the negative performance impact of this behavior when you multiply it by the number of concurrent user searches — it clearly does not scale. Commented Jul 25, 2015 at 2:10. The 2 lookups I created return nothing when I start editing the record. But the Account ID field is not showing in the list of fields. I’ve even tried viewing an Account record to see if only recents would show up. If not, you’re in Salesforce Classic. Various examples for record types, record status, roles, and complex configurations in lookup filters. The issue is when I run the flow, I can’t find any values in the lookup field. Is there a setting that would allow Lookup fields including lookup filters that reference fields on the current object record (the source) for advanced lookup searches. Each lookup filter can have up to 10 FilterItems. I am building a salesforce flow and following are the points to be considered Objects used are Case and Account I have a lookup field of Account in case object along with some filter criteria. So How to put lookup filter in flows ? Required. I also tried creating a formula field which will capture the Account Name/ID however this formula field is also not showing in the list of fields in filter criteria option. throws at https://help Feb 2, 2017 · I've tried everything and still not be able to achieve what were trying to do with the lookup filter. For example, explaining why some items are excluded in the lookup filter. For the lookup where I added a filter after the field had been created, the filter criteria does not list Account fields despite it being a lookup to Account. Jul 7, 2020 · If you are working with Lookup in flow, make sure to validate these two points:-. The filter is a Quick Filter option when viewing a Related List for the current session. For example, you can configure the case Contact field to show only contacts associated with the account selected in the case Account Name field on the same record. If I type the full name, case-sensitive, and hit search, no results. I verified that there were no lookup filter preventing search, but even with no lookup filter, there's no way to search for certain Assets. Oct 13, 2022 · If your lookup filter criteria use a Master-Detail (M-D) relationship, the lookup filter will not work upon record creation. May 5, 2020 · In case the link is not working anymore, I quote: The lightning-record-picker component allows you to search for a list of Salesforce Records that match search input. In Account, Rep/agent number is a custom field. throws at https://help Oct 13, 2022 · 3) Add a Lookup component and refer It to any sObject that contains a lookup field Eg: contact. throws at https://help Important These steps work in Lightning Experience. Jun 7, 2021 · Ensured that records exist which fulfil the lookup filter for the field (There are two records which should be showing up - confirmed in Salesforce) Ensured the user can view Contact records Given the user Create permissions on the Contact and Account object (This shouldn't even matter because I've set up the flow to run in System Context - so Nov 14, 2017 · Lookup Filters (aka Related Lookup Filters) You define lookup filters, also known as related lookup filters, to restrict the valid values and search results for lookup fields. For exa May 9, 2025 · Salesforce Search Layouts. Then, in the flow, I first used a get record to grab all of the information for the lookup criteria. In the Search Settings area, select the object lookups for which you want to enable auto-completion. From Setup, enter Search Settings in the Quick Find box, then select Search Settings. use "OR" logic? I'd like to filter for: work that is not yet closed (closed date is " " or null) work that was closed within the last week ; I've tried a few things and nothing appears to work in combination. I want to filter the lookup's search results by the Account's "Type" field (which is a picklist). Now, you can… The Final Test: Putting Your Lookup Filter to Work. Click the Filters pane. Aug 11, 2015 · I'm filtering on Account Name just to reduce the list to only two accounts - "Answers" and "Initech". You can also make the lookup field required. Disable Default Email Notifications for Work Item Assignments. But in during the setiap of filter criteria i am not able to get all the custom fields in filter criteria to add filter logic. Oct 13, 2022 · - It does not search custom fields The Advanced search function works in the following ways - It does not use the Phrase Search function - It does not append a wildcard to the last keyword - It does search custom fields Wildcards can still be used with both Sidebar Search and Advanced Search Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. Assertion Failed!: Failed to find definition for dependency: force/customPerms : undefined Failing Here are some search tips. We've used this before for User relationships on records where that person isn't the owner, but they want to see the records in a list view. After enabling enhanced lookups, specify which fields users can use to filter lookup search results. Replace the Id's with a valid Id from your org: Component In the Lookup Filter section, click Show Filter Settings. You can also add and remove standard or custom fields to any search filter by editing the product object’s search filter field set. Whats the best way to achieve this. It uses the GraphQL wire adapter to search for records, displays the records, and allows the user to select a record. You can search by Product Code, Product Name, Product Family, and Product Description by default. Click the Last Login Filter. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup. 4) Debug the flow. Jan 24, 2019 · Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Dec 18, 2012 · Greg, I don't think you'll be able to do what you'd like to. Aug 20, 2018 · we have a lookup on custom object to opportunity with lookup filter to only show open opportunities. This behavior is working as designed and a limitation of lookup field filters not being able to leverage M-D relationship fields in lookup filter criteria. If the 250 records returned in the initial query do not meet the criteria of the Lookup Filters, the lookup search will return 0 results and make it appear as though it is not working as expected even though it is. I checked around and found quite a few t Jul 25, 2015 · Since filter criteria does not work on multi . Smart suggestions in the instant results drop down help you get to records faster. e Products corresponding to that particular brand do'not show up in Product Interest field. That’s also true when it comes to keeping your data clean. For example, the Case object has a field on it to lookup to the Account object, thus the config would be Field API Name: AccountId Object API Name: Case May 1, 2024 · In Salesforce Classic, administrators can make lookup filters required or optional. Jan 10, 2019 · I am trying to put a filter on a lookup field so that i can only show the records which will full fill the filter criteria. I have checked the fls permission as well and its allowed to system admin. There’s no Show all results view for users. You can Refere Salesforce Document to apply lookup Filters. When you enter a value in the lookup text box and save the record without clicking the lookup icon, Salesforce performs a standard lookup search. Create the filter with these details: For operator, select not equal to We can't load the page. Note: We cannot apply formula fields as filters on Aug 25, 2023 · An option that I found which could change in the future is that setting the lookup filter to optional gives a system administrator the option to bypass the filter. I have created the same in flow But filter criteria does not work properly for the case object in flow. The InformalName field is not supported for editing. The lookup field has a required lookup filter. Click o This page has an error. If you can’t find your record, try a more specific search or modify your filters or sorting. Even with the Create, Read, Edit, and Delete object permissions in their profile, users won’t be able to access packages metadata including objects and fields. – Vikas Khandelwal. In the image you have linked to question, it says User, I wonder if you have any field with api name User. I hope it helps. In Salesforce, we often want to filter for a column that has no value, but there's no filter operator "is blank" (and also not the opposite, "is not blank"). Expected Results: CustomObject records are found. You can use another custom field to fill in the text value or use a formula checkbox and then filter by that instead. Instead it acts when the corresponding record is saved. Example: Template on Leads, custom field {!User. bzovbtxojniwuwpxlrjgrzqcbwlhvethhqiosuwucvibsacvwwnzvmjy