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Lookup Field Search Question

  • July 10, 2024
  • 4 replies
  • 11 views

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Two questions on lookup fields. 1. Is it possible to set the default on the lookup search popup to more than 5 records? 2. Is it possible to display a file in this table. For instance, we have this file field on a custom object called PDF. I can get the file name or URL on to the table, but it cannot be clicked on. This would allow the user to preview the item before selecting it. 2d5a72fb6fcc7dac7ae4ba51ba57df1be92f66f0.png

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4 replies

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Ryan,

I think your best option is to add a button that opens a popup window.  Shows the records you want in a table.  Just add a row action that updates the lookup field with the Id of the current row.  With the popup, you can control all of these things.

Thanks,

Bill


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  • Nintex Employee
  • July 10, 2024

Thanks Bill.   That is a good idea.  Unfortunately the popup table that is behind the magnifying glass is pretty locked down.  In order for the type of customization you are looking for - you’d need a separate action or a custom renderer. 


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  • Author
  • July 10, 2024

Thanks Bill. This will work!


Arne-Per
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  • Rookie
  • July 10, 2024

Rob, I have looked but haven’t seen anything. Is there a way to grab the onclick for the magnifying glass? Thanks