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Scenario 7: Configure Lookup Functionality for Custom Fields of type Code

Important

Custom Fields Relations subscription required to use this feature

Add Custom Lookup action to Custom Fields Definitions page

With Custom Lookup it is possible to use the look up table ID to retrieve a list of all available tables in BC, and then set that table as the lookup source for a Custom Field.

Follow these steps to utilize the Custom Lookup feature

  1. Select the Custom Field with field type “Code”
  2. Click on Custom Lookup
  3. In the FastTab General, Lookup Table ID, you can select one of the available tables in your environment
  4. Select the desired table from the list and click OK
  5. The "Lookup Table Caption" field will now display the name of the chosen table

By default, the system sets the Custom Field Value table as the Lookup Table (as well as the corresponding lookup list page). This is for consistency with previous versions of the Custom Fields app.

When changing the source (lookup) table for a custom field that already has defined values, the system will request confirmation and delete the existing values.

When the Lookup Table ID is changed, the system sets the (single) Primary Key (PK) field from that table as Lookup Field ID and the default lookup page for that table is used as the Lookup Page. The Lookup Field ID is filtered by Code fields and Lookup Page ID only shows List pages.

After the lookup is configured, the system should display a new lookup page and use the specified Lookup Field ID on the corresponding custom field:


Last update: August 7, 2024