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Micah PerryMicah Perry 

Enhanced Lookup search on custom fields not working

I have Enhanced Lookup enabled on all objects and I see "All fields" as a choice in the Lookup Dialog. But I can't search on my other fields.

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This image shows how I have a field on the record where if I searched "Insurance Status," then many records should show up.



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This image shows the one result when I do search "Insurance Status," which only appears because it's in the name. Am I missing something with how Enhanced Lookups is supposed to work?

The "Search Type" field is a picklist, so I figured that maybe picklists are limited with how they can be referenced (like in formulas), so I made a text formula field to replicate the value of the picklist and I still can search on that.

 
Best Answer chosen by Micah Perry
Geoffrey FlynnGeoffrey Flynn
Hi Micah,

This gets a lot of people.

Searchable Fields by Object (https://help.salesforce.com/HTViewHelpDoc?id=search_fields.htm&language=en_US)

Searchable Fields: Custom Object: (https://help.salesforce.com/HTViewHelpDoc?id=search_fields_custom_object.htm&language=en_US)

So basically Name, Email, Phone, Text fields are searchable.

The trick for this is to create a Text Area field that you don't put on the page layout.  You then have a workflow to populate that field with things you want to search on
  • TEXT(Picklist_1__c)
  • TEXT(Picklist_1__c)
  • etc, etc

All Answers

Micah PerryMicah Perry
https://help.salesforce.com/HTViewHelpDoc?id=search_enhanced_lookup_enable.htm&language=en_US
"After enabling enhanced lookups, specify which fields users can use to filter lookup search results. If you don't specify any fields, your users can't use filters in enhanced lookup dialogs."

It gives no instructions on how to specify fields users can use to filter though.
Geoffrey FlynnGeoffrey Flynn
Hi Micah,

This gets a lot of people.

Searchable Fields by Object (https://help.salesforce.com/HTViewHelpDoc?id=search_fields.htm&language=en_US)

Searchable Fields: Custom Object: (https://help.salesforce.com/HTViewHelpDoc?id=search_fields_custom_object.htm&language=en_US)

So basically Name, Email, Phone, Text fields are searchable.

The trick for this is to create a Text Area field that you don't put on the page layout.  You then have a workflow to populate that field with things you want to search on
  • TEXT(Picklist_1__c)
  • TEXT(Picklist_1__c)
  • etc, etc
This was selected as the best answer
Micah PerryMicah Perry
That worked Geoffrey, thanks!

http://i.imgur.com/1QOhjqC.gifv
Geoffrey FlynnGeoffrey Flynn
http://i.imgur.com/1QOhjqC.gifv

I enjoyed that
Jordan WightJordan Wight
I know this is an old question, but I have a doubt about the solution. I don't think Geoffrey's trick of adding a text formula field will solve this issue. In the following SFDC documentation, which I found by following Geoffrey's link, it says that custom fields are not searchable by standard or enhanced lookup searches.

https://help.salesforce.com/HTViewHelpDoc?id=search_fields_contact.htm&language=en_US

Also, Micah asked about how to specify which fields users can use to filter lookup search results. But I don't think that is applicable to this question, because the problem is not filtering search results - you would only need to filter the results if you are getting too many results, right?
Geoffrey FlynnGeoffrey Flynn
@Jordan - Note that the documentation says "Enhanced Lookup Search (Default)".  You can definitely use custom fields, here is an example where I put "All" into a custom field and it returned:
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