In our CRM we have a custom Quote entity with a parental relationship to the Opportunity entity. The Quote entity also has a lookup to the Account entity. We have configured the form’s Opportunity lookup to only show opportunity records associated to the selected Account. We have also configured the form’s Account lookup to only show the selected Opportunity’s Account. This way regardless of how the Quote is created from the UI, the selected Account is always the Opportunity’s account.

This works very well except in the situation where you try to create a new Quote associated to an Opportunity with a topic that is prefixed with a space character. In that case the Opportunity lookup (while pre-populated on the form) shows an error that it cannot resolve the selected Opportunity – red X icon and red Opportunity Topic in the lookup. Clicking the Red text does open the opportunity and even sub-forms on the Quote that display the selected opportunity data also work but the lookup doesn’t and as it is a required field the user cannot create the new Quote.

It would be good if the Lookup would work with a selected record that has the primary field’s value prefixed with a space.