Lookup filters are used to restrict the values and lookup dialog results for the Lookup, Master-detail, and Hierarchical relationship fields.
You can specify the restrictions by configuring filter criteria that compare fields and values based on:
As an example, you can:
Active
, filtering out inactive contactsOptionally, you can click on Insert Suggested Criteria to choose from a list of lookup filter criteria that the Salesforce CRM system suggests based on the defined relationships between the objects in your organization.
You can make lookup filters either required or optional.
For fields with required lookup filters, only values that match the lookup filter criteria appear in the lookup dialog. Invalid values manually entered into the field also prevent the record from saving; Salesforce CRM displays an error message, which you can set.
For fields with optional lookup filters, only values that match the lookup filter criteria appear in the lookup dialog initially. However, users can click on the Show all results link in the lookup dialog to remove the filter and view all search result values for the lookup field. Optional lookup filters also allow users to save values that do not match the lookup filter criteria.
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