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OOB Lookup filtering not working for self referential lookup

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Posted on by Dustin Kodli

Hello Folks,

I have a custom lookup field "Region (of type Team entity)" on the Team entity itself (i.e. have created a self-referential relationship (1: N) on Team entity).

And I also have a lookup field "Employee" of custom entity Employee on Team entity as shown below:

Now, I want to filter Employee lookup based on the Region selected.

But in Related records filtering it does not show the Region Lookup field i.e. self-referential lookup, see screenshot below:

Note: I do not want to use custom javascript code.

Query:

Why I am not able to see the Region lookup (of type Team entity) in the Related records filtering list? Self-reference might be causing the problem, but anyone has an idea why this isn't working.

Any help will be appreciated.

Thank you

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Dustin Kodli 5 on at

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OOB Lookup filtering not working for self referential

Hello Folks,

I have a custom lookup field "Region (of type Team entity)" on the Team entity itself (i.e. have created a self-referential relationship (1: N) on Team entity).

And I also have a lookup field "Employee" of custom entity Employee on Team entity as shown below:

Now, I want to filter Employee lookup based on the Region selected.

But in Related records filtering it does not show the Region Lookup field i.e. self-referential lookup, see screenshot below:

Note: I do not want to use custom javascript code.

Query:

Why I am not able to see the Region lookup (of type Team entity) in the Related records filtering list? Self-reference might be causing the problem, but anyone has an idea why this isn't working.

Any help will be appreciated.

Thank you

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RE: OOB Lookup filtering not working for self referential lookup

Hi Dustin,

Related Records Filtering under Field Properties can filter lookups for 1:N and N:N relationships.

But Employee lookup field means that Team and Employee is N:1 relationship, One team(child) can only have one employee(Parent).

You can filter region based on employee, but the opposite is impossible.

If you want to populated employee field with value from parent team record once region field is filled in current team form automatically, you can achieve it through flow or js code.

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RE: OOB Lookup filtering not working for self referential lookup

Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.

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