Lookup Filters
What is a Lookup Filter?
A lookup filter limits which records can be associated within an object relationship.
Why use Lookup Filters?
Use lookup filters to enforce data quality and increase usability within object relationships.
Example
When selecting a venue for a marketing campaign, users should only be able to select approved venues.
I configure the lookup filter on the “Venue” lookup relationship field:
Now, when marketing users select a venue that is not status “Approved”, they cannot save the campaign:
“Unapproved Vendor” was status “Pending”:
When a user searches for a venue through the lookup dialog, only records that match the required criteria are displayed:
Types of Lookup Filters
Required
Required filters (as shown above) require that data within the target record meet the specified criteria. If criteria is not met, the record cannot be saved.
Optional
Optional filters will display a warning during search, but will not outright block the record from being saved:
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