Select the match type for searching values within the custom metadata fields in the advanced search form, using the Starts with or Contains filter, when adding a custom metadata lookup field to a search form for :

  • Documents

  • Emails

  • Docs & Emails

  • Matters

Contains is the default filter. Match type choices are persisted until the custom metadata field is in the search form.

Figure: Selecting lookup search match type

NOTE: The lookup search match type is available only in the advanced search form and not in the details panel lookups.