Play Games

Search This Blog

Friday, March 3, 2017

Search With anyfield in Lookup dialog box

Problem: For Example, In opportunity record, we have lookup to Account object.Generally on clicking the lookup,you will be able to search the account with "Account Name" field.If we search with other fields,you won't get any search results as shown in the image
Here I searched with "Phone" field.

Solution:
Step1: Make sure Enhanced Lookups are enabled for that object.In this case Account object.
Go to Setup -> search -->Search Settings --> Lookup Settings --> Enable "Enhanced Lookup" for account object as shown in the image below.-->Save

Step 2:Note, now the lookup dialogue window changed as shown in the image below.

Step 3: Now "Check the All fields" checkbox and search with phone number field.You will be able to search the records as shown in image below.




No comments:

Post a Comment