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Santosh KSantosh K 

Need Urgent help - Related Lookup Filters

Hi All,

Needed one urgent help !!

While debugging an issue, I found there is an exception thrown in the debug logs for an Opportunity:

System.DmlException: Update failed. First exception on row 1 with id <<OPPORTUNITY ID>>; first error: FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not match filter criteria.

Then I further checked - Related Lookup Filters associated with the Opportunity.

The Filter Criteria was -

XYZ : Account Name ID EQUALS Opportunity: Account Name ID

where XYZ is a REQUIRED LOOK UP field to the Opportunity.

Can anyone explain as what this filter criteria means. This would be really helpful.

Thank you!

S Kumar
Best Answer chosen by Santosh K
bob_buzzardbob_buzzard
This filter is saying that the record that is pointing to the opportunity record must be associated with the same account as the opportunity. So if its on a contact record, for example, the account for the contact must be the same as the account for the opportunity.

All Answers

bob_buzzardbob_buzzard
This filter is saying that the record that is pointing to the opportunity record must be associated with the same account as the opportunity. So if its on a contact record, for example, the account for the contact must be the same as the account for the opportunity.
This was selected as the best answer
Santosh KSantosh K
Thank you Bob for your quick help!

Regards,
S Kumar