Lookup Filtered Picker Dialogs Configuration

This type of dialog appears when a user selects a field that is defined as a lookup field.

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1: Lookup Picker Filters

The filter options are defined by the lookup object’s lookup fields.

In the example above, the user was displaying a job and selected the Primary Job Contact field to select the contact to use on this specific job. On the Job object, that field is a lookup to the Contact object.

The available filters, Account Name and Contact Owner Alias, are lookup fields on the Contact object.

2: Lookup Picker Columns

The columns are defined by the Search Layout of the lookup object

Each object can only have one search layout.

In the example above, the Primary Job Contact field on the Job object is a lookup to the Contact object.

The displayed columns are the fields on the Contact object’s search layout.