Hello,
I am working on an HR section of our database. I have a custom object called "Job Application" that is the detail object of a master-detail relationship with "Position Posting." Position Posting is the detail of a master-detail relationship with "Position." Right now, I have Position Posting named with an auto-number because for most Position records (named with text), there will be multiple Position Posting records. I enabled enhanced lookup and added the Position Name field as a lookup filter field, but when I go to the Job Application record and try to search by Position Name instead of the Position Posting Number, I get zero results. It will only allow me to search by the Position Posting Number. My concern with this is that staff won't know what the position posting number is-they're only going to know the position name it's tied to.
Is it not possible with custom objects to do what I'm trying to do? Should I instead change Position Posting to be a text name and instruct staff when creating a new record to name it with the name of the position and then some type of number? I'll do that if I have to, I just hate the possibility of user error.
Thanks and let me know if any of this is not clear!
1 respuesta
Hi Blair,
After enabling enhanced lookups, specify which fields users can use to filter lookup search results.
Check this out:
https://help.salesforce.com/HTViewHelpDoc?id=search_enhanced_lookup_specify_filters.htm&language=en_US#.search_enhanced_lookup_specify_filters
