Ability to add Lookup Filters to Manage Package Fields

There is an active flag on the GL Account that may be utilized in processes but does not work for restricting displayed values on other objects. It should work so that if a GL Account is not flagged as active it does not show up when adding a GL Account to any record (ie, Payable Lines, Billing Lines, Cash Receipts etc.) but it doesn't. The only way to enforce this behavior is to add a Lookup filter to the field but we cannot because this is blocked from editing as part of the managed package. The only thing I am able to do right now is write a validation rule that an inactive GL Account can't be chosen for the record to save. This does not remove it from the lookup search. We have had to put an 'X' at the end of the GL Account name to make it easy for Finance to know which are inactive accounts.

Official comment

Permanently deleted user

April 03, 2024 20:52

Hello,

Thank you all for your feedback and responses. I will have the Product Development team review all of this feedback.

Joe Gramc

January 23, 2024 15:28

I agree this should be core functionality. Make the Active flag, have useful purpose to restrict the accounts use. Shouldn't be up to the customer to write validation rules to do this or come up with other workarounds to avoid selecting it in lookup searches.

Bao Do

January 24, 2024 04:08

I agree. Also the GL Variables should be included in this discussion as well

Rebecca Ralls

January 26, 2024 07:33

I agree also. There should definitely be more functionality built in around active/inactive GL accounts and GLAV. However, just to play devil’s advocate, With no way to “view all values” on optional filters in lightning, completely filtering out inactive options might create different problems.

Gretchen Fredy

March 14, 2024 16:18

I completely agree. I think I just created a duplicate of this very same ask.

Ability to add Lookup Filters to Manage Package Fields

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