I think I know what is happening but just looking for confirmation.
We have a custom formula(text) (Lets call this field A) field on our subscription record, which is populated with data from the contract record via the formula. I would like to use this field (field A) to filter the search results in another lookup field (Field B) in the subscription record but the field (Field A) is not showing up in the list of available fields.
I am assuming the field is unavailable becuase it is a formula field? Is this correct?
Yes, Formula fields can’t be used in lookup filters because their values are calculated in real time. In your case, the data is coming from the contract record. However, if the formula field includes system variables like "$USER", "$USERROLE", or "$PROFILE", it could be used in a lookup filter.
For more details on lookup filter limitations, you can refer to this link:
https://help.salesforce.com/s/articleView?id=sf.fields_lookup_limitations.htm&type=5
