Registering a Lookup Filter

Use this procedure to register a new lookup filter. Registering a filter controls the records that users see when they search a lookup field in a page.

To register a lookup filter, you must have the API Enabled and View Setup Configuration administrative permissions. You must also have read access to the associated SObject and field. If you do not have the required permissions, a system error occurs when you attempt to register the lookup filter.

To register a lookup filter, perform the following steps:

1. In the Foundations and Integrations Task Launcher, under Configuration and Data Management, click Manage Lookup Filters.
2. Click New.
3. In the new window, manually enter a value in Namespace.
4. Manually enter a value in SObject.
5. Manually enter a value in Field.
6. Click Register.

A message confirms that the registration was completed and the record was created.

Note:

Only lookup fields that have at least one filter item defined and have a status of "Active" are available for selection.