Lookup Field Settings allows you to manage the name of the record, an object of the lookup field, the field name of the lookup field, display columns, and filter criteria.

  • You can create multiple duplicate lookup settings for the same Object-Field combination. When you retrieve lookup records, any of these settings might be used randomly, resulting in lookup records to vary.
  • The acceptance criteria specify a maximum limit of 1000 records. So, you can retrieve up to 1000 records regardless of the total record count for that entity. 
  • Use only supported operators in filter criteria when creating LookupFieldSettings. The supported operators are ==, !=, and OR.

To create a lookup field

  1. Go to ADMIN SETUP > Application Settings > Global Settings > Lookup Fields.

  2. Click Create New.

  3. Enter the following details:

    FieldDescription
    NameEnter a name for the lookup field.
    Object Name

    Select the name of the object where the lookup field exists. The supported values are Line Item and Product Attributes.

    Lookup Field Name

    Select the name for the lookup field.

    • If the Line object is selected, select the name of the lookup field on the Line Item object.
    • If the Product Attribute is selected, search and select the required lookup field from the attributes list. To create a new attribute, see Creating an Attribute.
    Lookup Display Columns

    Select the names of columns to be displayed on the lookup pop-up. You can select multiple columns.

    Filter Criteria

    Enter a formula to filter lookup values. The formula must be a valid expression to further filter down the search results for a lookup.

    1. Click the f(x) button to view the filter criteria pop-up.
    2. Enter a filter criteria and click Add. The supported operators are :-, ==, !=, OR.
    Lookup Record Limit

    Enter the maximum number of records to query for the lookup field drop-down. By default, the value 200 is entered and you can specify up to 1000.

    Enable Quick View

    Turn this setting on to enable CPQ to populate the values in lookup fields on the cart page. If you disable the setting, the sales representative must search the values. CPQ performance is optimized if you disable this setting as the lookup values are retrieved on the cart page only when the sales representative clicks the search icon. Conga recommends disabling the setting for lookup fields with a large number of lookup records and also only enabling the setting for a maximum of two lookup fields on the cart.

  4. Click Save.

To edit a lookup field

  1. Go to ADMIN SETUP > Application Settings > Global Settings > Lookup Fields. The Lookup Fields page is displayed.
  2. Click the ellipsis icon  next to the lookup field name and click Edit. The lookup field details page is displayed.
  3. Edit the required fields.
  4. Click Confirm.

To delete a lookup field

  1. Go to ADMIN SETUP > Application Settings > Global Settings > Lookup Fields. The Lookup Fields page is displayed.
  2. Click the ellipsis icon  next to the lookup field name and click Delete. The Delete Lookup Field Setting pop-up is displayed.
  3. Click Confirm.