Lookup Field Settings
Lookup field settings provide an ability to filter lookup records through filter criteria based on the immediate parent on which the lookup field is defined. You can define custom object and field in lookup field settings to filter lookup values based on fields from the specified custom object, using their API names.
When you launch the Lookup Field Settings page on the UI, all the existing lookup fields are listed on this page along with their details. There are various functionalities available for you to manage the lookup field settings.
Basic Search
In basic search, you can search for a lookup field using keywords. For example, you can search using the name of the lookup field.
In the Search this list field, enter a keyword related to your lookup field details such as lookup field name.
Click the search icon or press Enter.
CPQ returns all lookup fields that contain that keyword in the lookup field details.
Advanced Search
In advanced search, you can search for a lookup field setting using a search query.
Click the Advanced Search icon.
- Enter the following details:
- Field: All lookup field settings are available in the drop-down list such as Text, Checkbox, Date, Date/Time, Number, Percent, Picklist, Multi-Select Picklist, Currency.
- Operator: Operators that are available for selection helps create the filter expression. Operators are displayed based on the field types. For example, a picklist value will display equal to and not equal operators and a text field will display equal to, not equal to, starts with, contain, does not contain operators. If it is a multi-value picklist, the application displays include and does not include operators.
- Value: Enter a value.
Click Add Criteria if you want add more criteria in the advanced search.
Turn the Logic button on if you have more than one criteria and enter a value in the Logic field.
Click Apply to enable the search filter. CPQ returns all lookup fields that match the criteria.
Sorting lookup field settings
You can sort the lookup field settings by clicking the column names. The lookup field settings are sorted in descending order using the last modified date. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.