In Salesforce, the Description field (data type: Long Text Area) is not available as a filter option when creating or editing List Views. This occurs because Long Text Area fields are not supported as list view filter criteria. The same limitation applies to Text Area (Rich) fields. This article provides workarounds to filter records based on Description field values.
While creating a List View or editing a List View, the Description field is not an option under Filter By Additional Criteria. This occurs because Description is a Long Text Area field which is currently unsupported.
As a workaround, System administrators can create a custom field to hold the data through which they are trying to filter.
Note: The same is applicable to the field of data type Text Area (Rich).
This workaround involves populating the new custom field using a Workflow Rule or a Flow. A formula field is not an option as you can’t use long text area, encrypted, or Description fields in formulas.
In Enterprise Edition and above you have access to Workflow Rules. The below Workflow will update a custom field with the value of the Long Text Area field.
Use the following formula as the Rule Criteria:(ISBLANK(PRIORVALUE(Insert Long Text Area field here)) && !ISBLANK(Insert Long Text field here)) || ISCHANGED(Insert Long Text Area field here)
Alternatively, you can put the data in another (otherwise unused) standard field, such as Title, which does appear in List View criteria.
Salesforce List View Filters Documentation — For guidance on supported field types for list view filter criteria in Salesforce.
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