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Lookup

Lookup

Allows users to create a relationship that links an object to another object.

Field creation properties:

  • Label: To display on UI

  • Name: To save at backend, instance prefix will append in case of custom object

  • Required: You can set this field as required. If the field is marked as required then the record from the parent object which is selected at the child object can’t be deleted

  • Unique: You can set this field as unique

  • Relates To: Defined with which object is related to

  • Value Key: Value from the related object which will get saved on the target object

  • Label Key: Value from the related object which will be displayed on the target object

  • Is Tightly Coupled: If the field is marked as tightly coupled and if the parent object record is deleted then all the child records will get deleted wherever the deleted parent record is saved. If the field is marked as Is Tightly Coupled as true then the lookup will be set as Required

  • Child Relationship Name: A field will get created at the Parent object with this name which stores the information on which all objects the lookup field is created with this particular object

  • Criteria: You can filter the records of the parent object on the child object by applying the criteria

  • ReadOnly <> Read-only: You can set this field as read-only. Users can put the value in this field only while record creation

  • Sortable: Value in fields can be sorted in ascending or descending order on the listview if this is set as true

  • Help Text: This text will be visible at the top right corner of the field as a popover

  • Description: You can give the description of the field while creation

  • Access Feature

    • Queryable: Query can be performed on this field

    • Creatable: Record can be created with value in this field

    • Editable: Value in this field can be edited

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