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Why Does The Lookup Filter Not Take Effect in Medical Inquiries Object in CRM?

  • Updated

Question:

Why does the lookup filter not take effect in the Products field for Medical Inquiries object in CRM?

Example: 

A user sets up Filter Criteria that looks up Products not equal to ExampleProduct. However, the product is still appearing on the lookup page. 

Lookup Filter Set up:

Product_Lookup_Filter.png

Result (Filtered-out product still shows up): 

Medical_Inquiry.png

Answer:

This is working as designed. The Lookup Filter is not supported in the Medical Inquiry object.

To review the Veeva Objects list that supports Lookup Filter, please refer to CRM Online Help. 

Related Documentation:

CRM Online Help: Configurable Lookup Filters and Layouts

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