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kiran2000kiran2000 

Lookup Search on Multiple Columns

So I have a custom object that is called test and within the test object i have a lookup object to enrollments. The enrollment has an autogenerated name to it and when users need to lookup to a specific enrollment they can't find it because they have to use the specific autogenerated id name that is given. Is there any way to look around this?

 

For example in the enrollment record there is a name, i want my lookup function to also look into this field rather than just looking into an id? is this possible?

Best Answer chosen by Admin (Salesforce Developers) 
MickleMickle

I have a similar situation, and the solution I applied works, even though it is less than ideal. Per the SFDC documentation I could find, only the standard Name/ID field is searched in lookup fields. External ID fields are only searched in Sidebar, Advanced, and Global Search.

 

https://na3.salesforce.com/help/doc/en/search_fields.htm#LookupSearchFields

https://na3.salesforce.com/help/doc/en/search_enhanced_lookup_configure.htm

 

However, if you enable advanced lookups, you can then let users filter.

 

Then, it's just a matter of enabling the right filter fields, leaving the search blank, and essentially searching within the filter criteria....hopefully this makes sense...I've included a couple of screenshots below.

 

Lookup

 

 

 

This will only work if you have search results and/or recent items. In my case my ID field always starts with JC so I could search for JC* and the filter from there. You may need to hack a similar solution...

All Answers

kyle.tkyle.t

In the definition of the field you want to be able to search on if you check the "External ID" (available depending on field type) this tells salesforce.com to index the field which makes it searchable.  You can do this for up to 3 fields on an object
MickleMickle

I have a similar situation, and the solution I applied works, even though it is less than ideal. Per the SFDC documentation I could find, only the standard Name/ID field is searched in lookup fields. External ID fields are only searched in Sidebar, Advanced, and Global Search.

 

https://na3.salesforce.com/help/doc/en/search_fields.htm#LookupSearchFields

https://na3.salesforce.com/help/doc/en/search_enhanced_lookup_configure.htm

 

However, if you enable advanced lookups, you can then let users filter.

 

Then, it's just a matter of enabling the right filter fields, leaving the search blank, and essentially searching within the filter criteria....hopefully this makes sense...I've included a couple of screenshots below.

 

Lookup

 

 

 

This will only work if you have search results and/or recent items. In my case my ID field always starts with JC so I could search for JC* and the filter from there. You may need to hack a similar solution...

This was selected as the best answer
kiran2000kiran2000

Thanks Mickle.
Darth ZDarth Z

I can not get those filters to show or hide like you have them. Can you tell me how you did these with detailes steps?