AgileApps Support Wiki Pre Release

Difference between revisions of "Lookup Window"

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m (Text replace - 'Form Layout' to 'Form')
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In [[Accounts]], [[Contacts]], [[Prospects]], and all {{type|}}s, it is possible to enable a ''Quick Add'' button in a Lookup Window.
In [[Accounts]], [[Contacts]], [[Prospects]], and all {{type|}}s, it is possible to enable a ''Quick Add'' button in a Lookup Window.
:''Learn more: [[Edit a Form Layout]]''
:''Learn more: [[Edit a Form]]''


:[[File:quickaddlookup.gif|none|thumb|Click the ''Add Contact'' (Quick Add) button to open a popup window based on the selected form layout]]
:[[File:quickaddlookup.gif|none|thumb|Click the ''Add Contact'' (Quick Add) button to open a popup window based on the selected form layout]]

Revision as of 00:31, 13 July 2011

The Lookup window presents a list of records related to the Lookup field.

To open a Lookup Window:

  • From a Lookup field, click the Lookup Lookupicon.gifIcon.

Use these advanced search capabilities available in the lookup window:

Advanced Options
Filter the records in the lookup window
Customize Layout
Select the fields that appear the lookup window

Quick Add Button

In Accounts, Contacts, Prospects, and all Custom Objects, it is possible to enable a Quick Add button in a Lookup Window.

Learn more: Edit a Form
Click the Add Contact (Quick Add) button to open a popup window based on the selected form layout