Configure filters for pre-entry fields

You can filter the available values in a pre-entry field that you have configured for the Add Lines component.

If you configured a pre-entry field to point to the API name of a Salesforce lookup field, that pre-entry field will appear as a dropdown list that includes all possible values. Because the list might contain a large number of values, and a user might not be allowed to select some of them, you can filter values in a pre-entry field to just those a user can select.

Prerequisites

Before configuring this feature, make sure that the following fields are visible and can be edited:

Pre-entry Field Filter Criteria object:

* Filter Criteria Name
* Field
* Operator
* Value.

If the fields are not visible or can't be edited, confirm that they have been added to the object's page layout and are visible in the user's profile. For detailed instructions on how to add fields and check for visibility, refer to Make fields visible or editable.

Configure filters for pre-entry fields

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. In the Related tab, in the Pre-entry Fields section, select the pre-entry field of REFERENCE type that you want to filter.
3. In the Related list for that pre-entry field, specify filter criteria:
   • Filter Criteria Name—Enter a name for the filter.
   • Field—Enter the Salesforce API name of the field to use in the filter. The field should exist on the object that is referenced by the pre-entry field.
   • Operator—Select a comparison operator.
   • Value—Specify the one or more comparison values for the filter.
4. Select Save.