Multi Object Lookup

Multi Object Lookup

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Multi Object Lookup
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Designer > Objects > {object} > Fields > [New] / [Edit] > Display Type > Multi Object Lookup

A Multi Object Lookup lets you reference records in multiple objects. Instead of having a fixed target object, as for a normal Lookup, the target object can be specified before a target record is selected.

In use, a Multi-Object Lookup is a two-stage lookup. First you select the object to use for the Lookup, and then you select a record from that object.

For example, a distributor might take orders for products that come from different catalogs, where each catalog is provided by a different supplier. The Multi-object Lookup field type makes it possible for the order taker to first choose the catalog the product is in, and then choose the product from that catalog.

Contents

Considerations

Account
Contract
Product
User
Case
Opportunity
Project
Contact
Price Book
Prospect
  • In the GUI, the value shown in the Lookup field is the Record Locator value for the selected record--the identifying information displayed for the record. But the value actually stored in the record consists of the object ID and the record ID.
  • Therefore, to specify a value for a Multi Object Lookup field when doing a Search, you do not specify the value displayed in the GUI. Rather specify the target record using this format:
{object_id}:{record_id}
where:
  • The syntax requires an object ID, followed by a colon (:), and the record id.
  • The object's ID must be specified. An object name will not work.
  • The record's ID must be specified, not the record locator value displayed in the GUI.
Note: For the moment, it is not possible for most users to search on a mult-object lookup field, since only admins and programmers will have access to the information needed to formulate the query.
  • The value for a multi-object lookup field must similarly be specified as
{object_id}:{record_id}
  • The object designated in the imported record must match one of the objects designated as a possible target for the multi-object lookup. Otherwise, the field is left empty in the imported record.
  • That format generated by a Data Export is the same as that required for import:
{object_id}:{record_id}
  • In a Form, it is not possible to include a Multi Object Lookup field in the criteria for a Layout Rule. (Only the Record ID is stored in the current record, so there is no value for the Layout Rule to compare to.)
  • For the same reason, Multi Object Lookup fields cannot be used for Template Variables in, for example, print templates and email templates
  • Like other Lookup fields, Multi Object Lookup fields are not available for use in
  • in a computed field
  • for sorting
  • for color coding
  • When doing a Mass Update of Data from the GUI, or when Updating a group of records in a list view, it is not possible to specify a value for a Multi Object Lookup field.

Field Properties

This section describes the properties you can set when creating a Multi Object Lookup field.

Basic Information

  • Label - The field label the user will see in the GUI.
  • Display Type - Multi Object Lookup
  • Always Required - If checked, a value must be specified when adding or updating a record.
  • Field name - The field name that will be used in the internal code.
  • Lookup Targets
  • All Objects - The Lookup field can target any object that is currently defined or added in the future
  • Selected Objects - Use the arrow buttons to move entries between the two lists:
  • Available Objects - The objects defined in the platform.
  • Selections - The objects that will be available for the user to choose.

Default Value

  • Enter text or a formula that returns a string, where the text string is of the form: {object_id}:{record_id}
    (An Object ID and a record ID, joined by a colon.)
Considerations
  • If the string does not match a valid record, the field remains empty.
  • Default values do not trigger Post Selection JavaScript

File:notepad.png

Note:
You can use the LOOKUP function to return the record_id field for a record that matches specified criteria. (For the User object, the LOOKUP function returns a text string--which is what you need, in this context. For all other objects, it returns a number. To convert that numeric value to a string, wrap the LOOKUP function in a TEXT function: TEXT(LOOKUP(...)).)

Record Selection Information

  • Standard Lookup - The choice is made directly from the target object.
  • Custom Page - The choice is made using a custom JSP page.
    Learn more: Using a Custom Page for a Lookup

Creating Related Information Sections in Target Objects

Unlike other Lookups, an object that is the target of a Multi Object Lookup does not have Related Information section generated automatically, for that relationshop.

A Related Information section can be manually created, however.

Learn more: Optional Related Information Sections

REST APIs

Multi Object Lookups can be manipulated using these REST APIs:

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