Kathryn and Dylan,
I was able to reproduce the issue Kathryn is referring to, except I first saw the empty field selection popup with “Contact,Lead” in the header, and when I closed this popup, I saw the popup where you can select a related object (“Contact” or “Lead”) from the dropdown. I’m assuming these screenshots just got uploaded in the wrong order?
Are you working with the WhoId field on the Task object? Because the WhoId field is polymorphic (meaning it can point to either Contact or Lead), it is necessary for you to pick one of these objects before picking a field to filter on. However, it looks like Skuid is showing the 2 popups (related object selection and field selection) in the wrong order. You should be seeing the related object dropdown first. After clicking the field selector, if you drag the empty field selection popup out of the way you should be able to see the related object popup, select an object from the dropdown, and click “Go”:
You should then see a list of fields show up in the field selection popup, and you can pick a field to filter on:
I should also note that, if you want to add separate lookup filters for separate related objects, you should be able to do so, and the relevant lookup filters will be applied for that related object (for example, a filter on AccountId for the Contact and Company for the Lead). I hope this allows you to finish creating your lookup filter. However, this should be fixed in Skuid so the popups open in the right order. Good find! I will report it as a bug to our dev team.