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I am fairly new to Salesforce, and keep running into its many limitations.

I am just trying to make a Lookup field to find what category the item on my Invoice Line object has. The category field is on the Inventory object. These are all custom, managed objects with data from our ERP system.

I just want to be able to make reports based on invoices, organized by category. But I cannot get the category to show on the Invoice Line object, despite linking them together (I think) with their unique item ID, which is the same on both the Invoice Line object and the Inventory object.

I put the lookup filter as Invoice Lines->Item UID equals Inventory->Item UID

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    A lookup filter restricts the records that can be set on a lookup field. Think of it as a really fancy validation rule that also controls the lookup window. Does your Invoice Line object have a field on it that references an Inventory record? If so, did you set this lookup filter on the inventory lookup field? Commented Jan 4, 2016 at 21:22
  • I'm a bit confused -- are you trying to build a lookup filter that an end user would exploit in order to populate the Invoice Line's Category__c field? Or, are you trying to traverse a multi-level foreign key relationship from Invoice Line to Inventory? Perhaps if you put a picture of your schema it would be clearer to the Community Commented Jan 7, 2016 at 6:23
  • @crop1645 You are correct. I am trying to use the key Item UID, which is present on both objects, to pull fields from Inventory into Invoice Lines. This would take literally seconds in SQL, but they make me use salesforce. Schema shot: cardboardsword.net/ss.jpg Commented Jan 7, 2016 at 15:01

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First check your datamodel and get it right. To just display a field from a relationship (parent) object in a page layout or report, you use a formula field. In this case the category field from the inventory object is displayed as a formula field in the Invoice Line object.

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