Filtered Lookups May Not Function in Lightning Due to Search Crowding
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Filtered Lookups May Not Function in Lightning Due to Search Crowding

Search , Lightning

Last updated Today ·Reference W-6395320 ·Reported By 424 users

In Review

Summary
Customers may find that certain Admin-created 'Related Lookup Filters' that work without issue in Salesforce Classic, fail to return search results in Lightning Experience.

This issue typically affects organizations impacted by 'Search Crowding' wherein users search using a term that matches a large number of records.

While the lookup filters are defined with the intention to make searches more specific (effectively to combat potential crowding), Lightning does not currently handle crowding scenarios in the same manner as Classic.

Repro
In any organization w/ Lightning Experience enabled:

1. Go to Setup | Object Manager.
2. Create 3 custom objects (O1, O2, & O3).
3. On object O3, create a standard Lookup Field to O2 with *no* filter.
4. On object O1, create a standard Lookup Field to O2 with *no* filter.
5. On object O1, create a standard Lookup Field to O3 - this time WITH a lookup filter:
O1: O2 ID EQUALS O3: O2: Record ID
[Note: this effectively makes it a dependent lookup]
6. Have a large number (thousands) of O3 records in the system with the same Record Name.
7. Have a large number of O2 records with the above O3 records as children.
8. In Classic, create a New O1 record.
- Search for an O2 using its lookup. Select a record from Search Results.
- Search for an O3 using its filtered lookup. Select a record from Search Results.
9. Switch to Lightning Experience.
- Search for an O2 using its lookup. Select a record from Search Results.
- Search for an O3 using its filtered lookup.

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EXPECTED RESULTS: Related O3 records that meet filter criteria are displayed in Search Results.

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ACTUAL RESULTS: Unless they are Recently Viewed, O3 records that meet filter criteria are NOT displayed in Search Results.

Workaround
None at this time.

Filtered Lookups will continue to function in Classic.

Reported By (424)

Dor Kapah Patrik Antunes Ashish Singh Kapil Sharma Zac Broussard Tamizharasan Pushparaj Chris Duncan Katie Collins Somnath Garai Shailesh Thote Harish Bhandari Marco Merra Ayush Pradhan pavan sfdc Peter Noges Tony Nunez Katherine Monita Christian Kreißl Astadia User Michael White Paul Llanto Caitlin Pack Sai Inavolu Adam Mikołajewski Phaneendra Parsi keerthi kambhampati Valter Podmanicki Mark Cowles Urvashi Sadasing James Radcliffe Mark Chauvin Eric Furtah Vamsi K Jandhyala Larissa Gulyayeva Laura Konciute Ahlem AYARI John Civitano Ronnie Zhou Vik Narang Anita Schalck Tyesha Jamieson Narender Singh Granthi Matheus Antonio Andrew Disque Brian Morrill Dev Aggarwal Mohamed Ezziani Jacques Prasais Venkatesh Rambothu John Pollard Claude Girafe Jeroen Evers Jonathan Porteous Jason Castell Yatin Taneja Ankur Patel Jean-Francois Thibault Santhosh Ilangovan Lu Yang Samuel Hamon Karen Slowik Alvin Cheng VCS Admin Bret Wilson Lucas Orlandelli Philip Gibson Beatriz Garces Gomez Varun Mathur Amit Malhotra Micah Perry Paul van Alst Roel Verwer Koen Remmerswaal Lance Johnson Rob Power Patrick McPartlin Lindsay Platzek John Castelloe Bryan Bigica Holly Hankinson Nathan Andrick Tim Brevart Anil Malneni Samuel Barcat Kevin Mead Lora Angelova Thomas Brown Bruno Mesquita Kenneth Sørensen Guillaume Gourmelin Robert-Jan van Erp Falgun Naker elizabeth eldridge Mandy Febus Gustavo Martinez Karen O'Malley Scott Bierworth Jessi Waldon Neilesh Patel Adi Kantipudi Carole Reynolds Gina Cockrum Vanessa Cruz Carbonell Stefan Schaarschmidt Franz Varga Steve Carlton elena segador J. David Vanek Shiva Goli David Garcia Glaucio Quintanilia Melissa Frievalt Melody Lin Sarah Christol Damien Delfosse Elizabeth Pepper Lisa Sampson Jennifer West Grzegorz Laskowski Adam Spotts Anthony Cotnoir Hunter Hamaker Sam Kumar Forrest Cook Vijay Reddy Stephanie Blair Ryan Kleinberg Salesforce Team Dmitri Rouby Ehtiram Mammadzada Gerald Cianci Andrew Byatt SOUNDARARAJA ANANDAN Manon Gruninger Mohammed Razzack Brian Havens Srinivas Yalamanchili Shen Zhang Hugo Mendes Shraddanand Shenoy Anton van Dijk Yanis Amokrane Edward Ashforth Christina Chasko Aniketh Manjunath LaShana Breland M Best Ghanshyam Upadhyay Cheng Lu Tong Herbert Silva Oliveira Wim van Strien Amanda Bogovich Sarah Griffin Andrew Horswill Kirsty Whitehall Tim Reykers Rusul A Andreas Piirimets Marina Vartschenko Trisha Milan Megan Cambio Deidre Triplett Matthew Faherty Sidhant Agarwal Zachary Chamberlin Eric Shema Michael Harvanek Guillaume BRILLEAUD Jeff Talbot Oscar Perez Felipe Bedoya Rojas Juan Carlos Pascual Cristina Matías Nabil JIDA Administrador Salesforce Tânia Cunha Tânia Cunha Holger Kretschmer Arlan Angelo Tiglao Donald Bittenbender Tish Sherwood Karen Johnson Rodrigo Gomez Heather Radomski Susana Vasconcelos Susana Vasconcelos Venkatraman Venkesan Lingaprakash Thangaraj X X R M Richard Scott Raya Pachevurova Ryan Curran Ryan Kohne Bobby Mathew Riya Bansode Archana S Bethani Boas Mahasin Daoud Andrew Bisesi Destry Fields Igor Hustava Jaymar Macasadia Jessica Kennedy John Issa Arleen Hammond Nora Yosten Sumitab Saxena Gurleen Kaur Vikash Thampara Karel Lipus Petr Jezek Michal Skara Nancy van der Berg Amy Jacobson SaaSFocus Team Leo Perskii Darin Cardin Harsh Marwaha Igor Garcia Ashley Freiheit Vijay Dwivedi Ashok Kalluri Sayali Kothari Iván Carmona Berriguete IT SFDC Support Sottelli SDS Andreas Weinhappl Lucas Ziliotti Erol Dönerler Raquel Sierra Nora Seppaelae Joris Olde Bijvank Tom Schinning R.F. 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