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 filed.
    Object Name

    Select the name of the object where the lookup field exists. Supported value is Line Item.

    Lookup Field Name

    Select the name for the lookup field. This is the name of the lookup field on the Line Item object.

    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. The Filter Criteria pop-up is displayed.
    2. Enter a filter criteria and click Add.
    Lookup Record Limit

    Enter the maximum number of records to query for the lookup field drop-down. Default value is 200.

    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 enable 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.