Salesforce

I mean, if I'm looking up for a Plan (Parent) within the Policy (Child) detail page and the field I want to look by is the lookup field from Plan to Company (grandparent)

Plan obj has a lookup to Company... so from Poliza detail Im looking for a Plan of X Company

Are lookup fields searchable at all?

mmm I guess this answer the question: help.salesforce.com/…

rao

so have u created tabs for the plan and company object?

sebascanseco

Yes

But I think the key is that lookup fields aren' searchable

rao

success.salesforce.com/ideaView?id=08730000000iaAnAAI

sebascanseco

And I'm realizing that the org where this is working has a text field in Plan that is compounded of Company name and Plan name (this compounded field is to avoid Plan dupes in same Company). And the org where this is not working has the compounded field of Company ID and Plan Name, thus company name aint searchable. Am I correct?

rao

2:41 AM

you may be right, I am not following thoroughly but as you say the lookup fields are not part of searchable fields for a custom object

sebascanseco

I mean, it is the only thing that's different between those orgs

rao

jsut a minute

sebascanseco

And is understandable that in one org it does work because the company name is embedded in a text field of Plan while on the other org it is the company Id not the name which is embedded

rao

This is exactly what you want believe :

Q: Enhanced Lookups (All Fields)

Are custom lookup fields searchable with the (All Fields) Search Enhanced Lookup on a Custom Object? In this example: I have a "Well" (Custom Object) record that has a look up relationship to a "Rig" custom object. If I type in the name of the Rig into an enhanced lookup on a different record it...

sebascanseco

Indeed

Sadly this is a managed released app and the fix will have to wait until next release

rao

2:48 AM

I think you are right searching by a lookup filter is not possible though you may try to search by the auto number generated when u created the plan record

sebascanseco

Thanks rao

rao

this is not intuitive

any time :) Learnt something today

sebascanseco

Me too, testing should embrace searching lookups through all possible fields that the user could think of

thanks

3 hours later…