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Customer experience | Sales, Customer Insights,...
Answered

Lookup views searching all fields in a record versus displayed fields

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We have a lookup field that points to a custom entity.  When using the "lookup more records" option to add an existing record, we have 3 fields displayed. When we type in the letters "bar" it should match one record for those 3 fields. Instead, it searches every field in the record and matches on OwnerID.  We don't want a match on the owner of the record.  The irony is if we type in "barba" it stops looking at OwnerID and matches the single person who has that match in the first name and email address fields. 

How do I remove OwnerID from being searchable?  I've changed the field setting in the custom entity by unchecking  "searchable".  

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Usually it's the searchable fields in the entity's quick find view.

  • Community Member Profile Picture
    on at

    OwnerID field is not an option to even select in the quickfind find view settings

  • Verified answer
    Community Member Profile Picture
    on at

    I just took a peek at salesorder and Owner is definitely available as a search field.  It is possible to create a custom entity that doesn't have owners but, then how would you have Owner in the lookup view?

    For s's and g's try resetting the field to searchable, publish and check availability in the find view again.  I'm making no claim but would not be surprised if making unsearchable would remove it as an option without removing it as a member.

  • Community Member Profile Picture
    on at

    That is exactly what happened.  Making unsearchable in the Entity settings removed it from the list for me to see but it was still checked. I unchecked it in the quick find view settings and it no longer gets searched. Great catch!

  • Community Member Profile Picture
    on at

    Years of suffering through this stuff!

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