Photo by Naomi August on Unsplash
We had an issue where users were associating the wrong type of records in a lookup field. It created a mess. Today I fixed it with a lookup filter—and honestly, I should’ve done it months ago.
With just a few clicks, I restricted the lookup so it only shows valid options based on the record’s status. No code. Just logic.
Things to love about lookup filters:
They work great with picklist conditions
They prevent bad data without confusing users
You can set them as optional or required
It’s one of those small tweaks that makes a big impact on data quality.
