{"id":12490,"date":"2026-11-02T15:33:47","date_gmt":"2026-11-02T14:33:47","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&p=12490"},"modified":"2026-11-03T13:36:54","modified_gmt":"2026-11-03T12:36:54","slug":"lookup-filters","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/create-a-lookup-field\/lookup-filters\/","title":{"rendered":"Lookup Filters"},"content":{"rendered":"\n

Overview<\/h2>\n\n\n\n

A lookup filter<\/strong> restricts the records a user can choose when filling in a Lookup Relationship<\/em> field. Without a filter, the lookup window offers every record of the related object; with a filter, only the records that meet the criteria set by the administrator appear.<\/p>\n\n\n\n

Example used in this guide: on the Session<\/strong> object, the Formation<\/strong> (training) field points to the Price List Item<\/strong> object. A filter can offer only the trainings whose list price (excl. tax) is above 2000, or those whose price is above the OPCO Price<\/em> entered in the current session.<\/p>\n\n\n\n

A filter is defined per lookup field<\/strong>: you configure one field at a time, and each field has its own criteria.<\/p>\n\n\n\n

Before you start<\/h2>\n\n\n\n

You need an account with administration rights (access to Setup) and a Lookup Relationship<\/strong> field already created on the object.<\/p>\n\n\n\n

Three terms recur in this guide:<\/p>\n\n\n\n

    \n
  • Child object<\/strong>: the object that holds the lookup field (here Session<\/em>). The record being entered is a session.<\/li>\n\n\n\n
  • Lookup field<\/strong>: the field that opens the selection window (here Formation<\/em>).<\/li>\n\n\n\n
  • Parent object<\/strong>: the object whose record is chosen (here Price List Item<\/em>).<\/li>\n<\/ul>\n\n\n\n

    Where to find lookup filters<\/h2>\n\n\n\n

    The filter is configured on the lookup field’s page, not on the object’s page.<\/p>\n\n\n\n

      \n
    1. In Setup, open Objects<\/strong>, then the relevant object (here Sessions<\/strong>).<\/li>\n\n\n\n
    2. Open the Custom Fields<\/strong> tab and click Details<\/strong> next to the Lookup Relationship<\/em> field (here Formation<\/strong>).<\/li>\n\n\n\n
    3. At the bottom of the page, a section bears the parent object’s name (here Item de liste de prix<\/em>). As long as no filter exists, it shows “No filter criteria defined.” with the Edit<\/strong> and Delete<\/strong> buttons.<\/li>\n<\/ol>\n\n\n\n
      \"Formation<\/figure>\n\n\n\n

      Click Edit<\/strong> to open the editor. Its header recalls the context: child object, lookup field, parent object (the parent is shown here by its technical name, Price_List_Item<\/em>). The toolbar contains the save icon (floppy disk) and the back arrow; the Add Criteria<\/strong> button creates a new block, and the Filter Logic<\/strong> box sits below the criteria.<\/p>\n\n\n\n

      \"Empty<\/figure>\n\n\n\n

      Understanding a criterion<\/h2>\n\n\n\n

      A criterion is a condition that every record offered in the lookup window must meet. It reads from left to right: the parent’s field<\/em> is<\/strong> equal to, greater than\u2026<\/em> to<\/strong> a value or a field of the session<\/em>.<\/p>\n\n\n\n

      Column<\/strong><\/th>What you choose there<\/strong><\/th>Example in this guide<\/strong><\/th><\/tr><\/thead>
      Source<\/strong><\/td>The parent field to test. You reach it by drilling down from the lookup field (“Formation (Item de liste de prix) >”), then choosing a field of the parent.<\/td>Prix liste HT (list price excl. tax)<\/td><\/tr>
      Operator<\/strong><\/td>The comparison. The list depends on the field type: a checkbox offers Equals and Not Equal To; a number also offers Less Or Equal, Greater Or Equal, Less Than and Greater Than<\/em>.<\/td>Greater than<\/td><\/tr>
      Compare to<\/strong><\/td>Value<\/strong>: a value entered once and for all. Field<\/strong>: a field of the record being entered (the session).<\/td>Value<\/td><\/tr>
      Target<\/strong><\/td>Depending on the previous choice: a text box (Value) or a list of the session’s fields (Field).<\/td>2000<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Step by step: filter with a fixed value<\/h2>\n\n\n\n

      Goal: in the Formation<\/strong> field, offer only the items whose Prix liste HT<\/strong> (list price excl. tax) is greater than 2000.<\/p>\n\n\n\n

      1. Open the Source list<\/h3>\n\n\n\n

      In the editor, click the Source<\/strong> list. It starts with the session’s fields. Blue entries ending with ><\/strong> lead to another object: this is the case of “Formation (Item de liste de prix) >”.<\/p>\n\n\n\n

      \"Open<\/figure>\n\n\n\n

      2. Drill down to the parent object<\/h3>\n\n\n\n

      Click “Formation (Item de liste de prix) >”. The list then shows the parent object’s fields under a breadcrumb; the <<\/strong> button takes you back to the previous level.<\/p>\n\n\n\n

      \"Source<\/figure>\n\n\n\n

      3. Complete the criterion<\/h3>\n\n\n\n

      Choose the Prix liste HT<\/strong> field, then Greater Than<\/strong> in Operator, Value<\/strong> in Compare To, and enter 2000<\/strong> in Target. An italic line under the Source recalls the chosen path. Note: in a new block, Compare To is set to Field<\/strong> by default; switch it to Value<\/strong>.<\/p>\n\n\n\n

      \"Completed<\/figure>\n\n\n\n

      4. Save<\/h3>\n\n\n\n

      Click the save icon. You return to the field page, which summarizes the filter in a table (#, Source Field, Operator, Compare To, Target).<\/p>\n\n\n\n

      \"Formation<\/figure>\n\n\n\n

      Compare with a field of the current record<\/h2>\n\n\n\n

      With Value<\/strong>, every user sees the same filter. With Field<\/strong>, the filter adapts to what the user has already entered in the form. Example: offer only the trainings whose list price excl. tax is above the session’s Prix OPCO<\/strong> (OPCO price).<\/p>\n\n\n\n

        \n
      1. In the criterion, choose Field<\/strong> in Compare To<\/em>.<\/li>\n\n\n\n
      2. Open the Target<\/strong> list: it offers the session’s fields (the child object), not the parent’s. Explicitly choose the field you want, here Prix OPCO<\/strong>; the box may display a field name (e.g. the first field of the list) before you have clicked, which is not a selection.<\/li>\n<\/ol>\n\n\n\n
        \"Target<\/figure>\n\n\n\n
          \n
        1. Once Prix OPCO<\/strong> is chosen, the criterion reads: Prix liste HT, Greater Than, Field, Prix OPCO.<\/li>\n<\/ol>\n\n\n\n
          \"Criterion<\/figure>\n\n\n\n
            \n
          1. Save. The table on the field page shows Field<\/strong> in the Compare To<\/em> column and Prix OPCO<\/strong> in Target<\/em>.<\/li>\n<\/ol>\n\n\n\n
            \"Formation<\/figure>\n\n\n\n

            Navigate several levels of relationships<\/h2>\n\n\n\n

            A parent field can itself be a relationship (“Liste de prix (Liste de prix) >”, “Produit (Product) >”). Each ><\/strong> goes down one level: the breadcrumb shows the path already followed and the <<\/strong> button goes back up one step. Example: test the Name<\/strong> of the price list attached to the item.<\/p>\n\n\n\n

            \"Source<\/figure>\n\n\n\n

            The full path stays visible under the Source once the field is chosen (for example Formation (Item de liste de prix) > Liste de prix (Liste de prix) > Name<\/em>). On the field page, levels are separated by =><\/strong>.<\/p>\n\n\n\n

            Combine several criteria: the filter logic<\/h2>\n\n\n\n

            Click Add Criteria<\/strong> to create an additional block; each block is numbered (1, 2\u2026). The red cross at the top right of a block removes it from the editor. The Filter Logic<\/strong> box states how to combine the numbers.<\/p>\n\n\n\n

            Example: criterion 1 = Prix liste HT greater than 2000<\/em>; criterion 2 = price list Name equals 2024-2025<\/em>, with the logic 1 AND 2<\/code>.<\/p>\n\n\n\n

            \"Two<\/figure>\n\n\n\n

            Keywords: write AND.<\/strong> The grey placeholder of the box shows “e.g. 1 AND 2 OR 3”. The French keyword “ET” is rejected with the message Syntax error near ET<\/em>; “1 AND 2” is accepted. OR was not tested.<\/p>\n\n\n\n

            \"Filter<\/figure>\n\n\n\n

            A logic that refers to a criterion number that does not exist is also rejected: with only two criteria, “1 AND 5” displays The ‘Filter Logic’ entered is wrong<\/em>. In both cases, nothing is saved until the error is fixed.<\/p>\n\n\n\n

            \"Filter<\/figure>\n\n\n\n

            The field page lists the criteria but does not show the logic entered; reopen the editor to check it.<\/p>\n\n\n\n

            See the filter in action<\/h2>\n\n\n\n

            The filter applies when the user clicks the field’s magnifier in a session (new or being edited). The Look Up Record<\/em> window then shows only the records that meet the criteria, and the footer gives their count.<\/p>\n\n\n\n

            Without a filter<\/strong>, the Formation lookup offers 11 items (10 per page), some of them below 2000.<\/p>\n\n\n\n

            \"Formation<\/figure>\n\n\n\n

            With the filter Prix liste HT > 2000<\/strong> (fixed value), only 6 remain, all above 2000.<\/p>\n\n\n\n

            \"Filtered<\/figure>\n\n\n\n

            With a comparison to a field<\/strong> (Prix liste HT > Prix OPCO), the result depends on what is being entered. Here, the session is not saved yet and its Prix OPCO is 3000.<\/p>\n\n\n\n

            \"New<\/figure>\n\n\n\n

            The lookup then offers only 4 items, all above 3000. The value entered in the form, even unsaved, is what the comparison uses.<\/p>\n\n\n\n

            \"Formation<\/figure>\n\n\n\n

            With two criteria<\/strong> (1 AND 2<\/code>: price above 2000 and price list 2024-2025), 4 items meet both conditions.<\/p>\n\n\n\n

            \"Formation<\/figure>\n\n\n\n

            Edit or delete a filter<\/h2>\n\n\n\n
              \n
            • Edit<\/strong>: on the field page, click Edit<\/strong>. The editor reopens with the criteria and logic already saved. Change what needs changing, then save.<\/li>\n\n\n\n
            • Remove a criterion<\/strong>: click the block’s red cross, then save. The removal only takes effect when you save.<\/li>\n\n\n\n
            • Delete the whole filter<\/strong>: click Delete<\/strong> in the field’s section. The action is immediate, with no confirmation prompt, and the page returns to the “No filter criteria defined.” state (see the first screenshot in this guide).<\/li>\n<\/ul>\n\n\n\n

              A change applies the next time the lookup window is opened: there is no need to reload the form page.<\/p>\n\n\n\n

              Error messages and troubleshooting<\/h2>\n\n\n\n
              What you see<\/strong><\/th>Cause<\/strong><\/th>What to do<\/strong><\/th><\/tr><\/thead>
              “Syntax error near ET” under Filter Logic<\/td>The keyword “ET” (or any non-English keyword) is not accepted.<\/td>Write the logic with AND (e.g. 1 AND 2).<\/td><\/tr>
              “The ‘Filter Logic’ entered is wrong”<\/td>The logic refers to a criterion number that does not exist, or is not a valid expression.<\/td>Check the block numbering and correct the entry.<\/td><\/tr>
              “Well, this is embarrassing\u2026” page (unknown error) after saving<\/td>A criterion block was left empty (observed when saving with a third block with no Source).<\/td>Go back, fill in each block or remove it with its red cross, then save. The previously saved filter is not changed.<\/td><\/tr>
              The lookup window offers nothing<\/td>The criteria are too strict, or no record meets them.<\/td>Remove one criterion at a time to find the one that excludes everything.<\/td><\/tr>
              The filter changes nothing<\/td>The field used is not the one that carries the filter, or the window was already open.<\/td>Check the field on the object’s page, then close and reopen the lookup window.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"author":19,"featured_media":0,"parent":224,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_is_vendor_doc":"0","footnotes":""},"doc_tag":[],"class_list":["post-12490","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/12490","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=12490"}],"version-history":[{"count":2,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/12490\/revisions"}],"predecessor-version":[{"id":12557,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/12490\/revisions\/12557"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/224"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=12490"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=12490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}