Lookup Object
Last updated
Last updated
The Lookup Object is referenced by the Line Item Object, allowing users to select lookup records that serve as the basis for creating line item records.
1
Select Lookup Reference Field Configure the field in the Line Item Object that references the Lookup Object.
2
Set Keyword Search Define which field values will be used for searching lookup records. By default, the Name field of the Lookup Object is used as the search criterion.
3
Block Lookup Selector If you want to disable the Lookup Selector in the Line Item Editor and allow only direct editing of line items, you can block the Lookup Selector. This setting can also be conditionally enabled or disabled based on specific criteria.
4
Set Filters and Sorting for Lookup Records Use filters to retrieve only the necessary data, and set the desired sorting order for the retrieved data.