Name

Enter 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 Add Criteria 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.