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Hello Guys,

 

Do you guys know how the code is displayed under the Name of the Account!? We have a junction object Called Wholesaler Assignment between the Accounts of two different record types Standard and Secondary. Also, we have two lookup fields called Customer which shows the information of all types of Accounts and Wholesaler which displays info of Secondary Accounts alone. While creating a new wholesaler Assignment record we have observed that the value of SAP DEX ID which is a custom field on Account is getting displayed for few records not for all even when the value of the field is populated in our pre-production environment. But we couldn't any such code value getting displayed in any of the other sandboxes to investigate further.

Custom code value in a look up filter

We have few records which will have same Account name for wholesalers but the other details will be different, and users couldn't remember the SAP DEX Id field every time while they are creating a new wholesaler assignment record. We were thinking to replace the SAP DEX Id with other field by which user can identify the record, in order to do that we couldn't exactly find from where and how this information is being fetched as our sandboxes do not showcase the value.

 

Please provide your inputs if you come across about this.

 

#Salesforce Developer  #LWC  #Salesforce

1 answer
  1. Michael Brown (SETGO Partners) Forum Ambassador
    Oct 2, 2024, 12:45 PM

    Hi Chandra, that 2nd field in the account lookup is typically driven from the Search Layout. If you go to Setup --> Object Managr --> Search Layouts, you should be able to reorder the columns. I suspect the Account Site is the 2nd field after the Account Name, so whatever field you put in the search layout in the 2nd position should start appearing in the lookup field result. 

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