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Lookup setup

When a user wants to add a Line-item, they first search for a Lookup object (e.g. a product), then they choose a record from the search results, and set the quantity, etc.
In this setup screen, you can control the layout of the search results that users will see, in order to choose which Line-items they want to add.
For example, if you are using Opportunities as your Parent object, you might be looking up products to add them as Line-items.

Settings

  • Select the fields that you want to appear in search results, from all available fields in your Lookup object. You can also control the layout.
  • You can create columns that can temporarily hold and display values pulled from different DataSources.
  • As well as the linked objects we have configured already, you can pull data from other Salesforce objects or from external systems.

Column settings

Select the fields that you want to appear in search results, from all available fields in your Lookup object. You can also control the layout.
Item
Description
Req.
Order
The display order of the columns.
✔️
API Name
The API name of the field in the target object.
✔️
Label
The label displayed in the header for the column.
✔️
Width(px)
Specify the width of the column in pixels.
Text Align
Specify the alignment of the values in the columns. Default is left-aligned.
Hidden
Makes the column hidden from view.
Image
Check if the column is an image. The value of the column must be an image URL.
Image Width(px)
If the column is an image, specifies the width of the image in pixels.
Image Height(px)
If the column is an image, specifies the height of the image in pixels.

Virtual fields

You can create columns that can temporarily hold and display values pulled from different DataSources.
Text
Description
Req.
1
Select the data type.
  • Text
  • Number
  • Currency
✔️
2
Enter a label to display on the screen to the user.
✔️

Add data sources

If you want a field to show data from other Salesforce objects, or from external systems, you can set up a DataSource appropriately.