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Josie Farrell
Using an auto number filed to lookup and account
I need to set up a field in a custom object that we have called Sample Received. I already know that I can lookup and account based on the name, but I need to be able to look upi the account based on the auto number that was given to the account upon creation. Is taht possible and what would be the best formula to use?
This will work for auto number as well. Make sure you select All fields in the lookup dialog window.
Below is a screenshot of the same.
Thanks,
Vinay Kumar
All Answers
Yes this is possible and you need to enable enhanced lookup for specific object. One you enable enhanced lookup you can search based on other fields.
Review below link to 'Enable Enhanced Lookups'.
https://help.salesforce.com/articleView?id=search_enhanced_lookup_enable.htm&type=5
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Vinay Kumar
This will work for auto number as well. Make sure you select All fields in the lookup dialog window.
Below is a screenshot of the same.
Thanks,
Vinay Kumar