Lookup filters allow you to control which records can be used as the lookup value and can be set for lookup and master-detail relationship fields. You can also configure lookup filters for hierarchical relationship fields that are available for user records. As an example, you can filter the Contact field on an account record to permit only those contacts that have a custom status of active, filtering out inactive contacts.
Lookup filters restrict the acceptable values using filter criteria that can be configured using the following options:
- Specified field values on the current record
- Specified field values of the related object record (via the lookup, master-detail, or hierarchical relationship field)
- The profile, permission, or role of the current user
- Any record that is associated with the related object
The Insert Suggested Criteria option provides you with...