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Scott PliszkaScott Pliszka 

Filter search results on lookup filter

I have a custom field (category manager) - Lookup(User) type on a custom object.  We'd like to create a filter so that when the user searches for a category manager, the only results they get and are able to select are users who belong to the Role of Category Manager (could also be a group if need be, POSSIBLY profile).  

We created a filter that is "Category Manager: Role: Name = Value -> Category Manager".  When a user searches on this field, they are able to search for all users in our SFDC instance, but if they try and add someone and save the record who is not in the Category Manager Role it will give them the error message we specify.  If they pick a user who is in the Category Manager Role, they can save successfully.  Any way to narrow down the search results to only show people in that Role?  Users do not always know the Category Managers.  
Best Answer chosen by Scott Pliszka
Scott PliszkaScott Pliszka
Looks like the problem was I needed to log out and log back in to see the changes -_-  Thanks for the help

All Answers

Steve BainesSteve Baines
Have you set the filter properties to required on the lookup field?

User-added image
Scott PliszkaScott Pliszka
Not sure what you mean about "filter properties," but yes, we have the box in the screenshot checked so we can give a custom error message.
Steve BainesSteve Baines
OK, just so I am clear...
You have set a required filter on the lookup but people are seeing results in the lookup doalog that fall outside the filter criteria?
Scott PliszkaScott Pliszka
Looks like the problem was I needed to log out and log back in to see the changes -_-  Thanks for the help
This was selected as the best answer