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Secondary fields not searchable in lookup in custom objects
In my org, I have a custom object whose Name field is an auto-number field and has another field which is a lookup to contact object. In the contact object I have a lookup relationship to this custom object. Since the name field is an auto-number field, the secondary field should be searchable in instant results as per this document (https://help.salesforce.com/articleView?id=search_lookup_config_lex.htm&type=5). In the search layout of the custom object, I have configured it as the contact field as the secondary field.
As you can see in the above screenshot, the secondary field in the search layout is the lookup to contact. So as per the Salesforce documentation, I should be able to search the custom object records with the contact names in instant results. But instead, I am not getting any results. Is there any other configuration I am missing? Could someone guide me please?
As you can see in the above screenshot, the secondary field in the search layout is the lookup to contact. So as per the Salesforce documentation, I should be able to search the custom object records with the contact names in instant results. But instead, I am not getting any results. Is there any other configuration I am missing? Could someone guide me please?
Thank you for the response. Yes, I checked. The secondary fields are searchable but not lookup searchable. In lookup searches, only texts and numbers are searchable. So in my case, I created a custom text field in my custom object and made it as the secondary field in search layout. I created a process builder to populate this text field with contact name at the time of record update. Now it is working. I hope this work around will help others in the future.
All Answers
Greetings!
Yes,as per the document the second field should be searchable if the first field is an auto number.So,can you please try by using some other field instead of using the Contact(lookup field) in the second order to troubleshoot further on this.
Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
Thank you for the response. Yes, I checked. The secondary fields are searchable but not lookup searchable. In lookup searches, only texts and numbers are searchable. So in my case, I created a custom text field in my custom object and made it as the secondary field in search layout. I created a process builder to populate this text field with contact name at the time of record update. Now it is working. I hope this work around will help others in the future.
I have the similar issue, however it still doesn't work with the work-around provided by you. Can you please confirm if this solution works only in Classic and not in Lightning?
Thanks,
Latha
I tried that solution in lightning, not in classic. It worked for me.
Thanks for the confirmation.