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jcohanallrounds
How to filter 'Lookup Relationships"
Hi,
I have a Lookup table i.e. Key, Value
How do I filter a LookupRelationship field so the resulting pull down list makes available a subset of the records in Lookup Table?
If the values are 'AccountType', 'Oil'; 'AccountType', 'Technology', 'SizeType', 300 in the Lookup table and I want to filter the LookUpRelationship field by Key = 'AccountType' then the Lookup Relationship' field will only show 'Technology' and 'Oil' (but not 300 because the Key = 'SizeType' and not 'AccountType')
The records in the lookup cannot be filtered by the admin (at this time...we are working on this...see the IdeaExchange post: http://ideas.salesforce.com/article/show/25164/Filter_on_Lookup).
However, you can enable Enhanced Lookups to expose Filter Fields to the end user, so that they can filter their lookup results. On the backend, you can use a validation rule to make sure they have selected a valid value.