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Thread: Creating a Look Up that is actually a Query

SLX_Novice
Posts: 246

Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 8:28 AM

Hi all.

I would like to create a Look Up for accounts, but I want the lookup to actually be a query where one of the conditions is actually the field to search. Any idea on how I can do this?

Thank you in advance.

[Reply][Quote]

Jason Buss
Posts: 382

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 11:22 AM

Do you mean you want a lookup where you can lookup an account by another field (Status, for example)?

[Reply][Quote]

SLX_Novice
Posts: 246

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 11:31 AM

SELECT A1.ACCOUNTID, A2.MEMBERNAME A2_MEMBERNAME, A2.SUBCATEGORYCODE A2_SUBCATEGORYCODE, A2.SUBCATEGORYNAME A2_SUBCATEGORYNAME, A1.ACCOUNT, A3.CONTACTNAME A3_CONTACTNAME, A3.NOTES A3_NOTES, A3.USERNAME A3_USERNAME, A1.ACCOUNT_UC FROM ACCOUNT A1 LEFT OUTER JOIN HISTORY A3 ON (A1.ACCOUNTID=A3.ACCOUNTID) LEFT OUTER JOIN ACCOUNTREFERENCEEXT A2 ON (A1.ACCOUNTID=A2.ACCOUNTID) WHERE (UPPER(A2.SUBCATEGORYCODE)='CA1234') AND (A3.TYPE<>262156) ORDER BY A1.ACCOUNT_UC ASC

This is the query, I would like the user to have to enter the A2.SUBCATEGORYCODE, and it will display all of the notes and accounts that have that same subcategorycode. Because there are accounts that share the same subcategorycode and are therefore in the same family.

Currently, for that to work I have to share the group with everyone, and if they want to lookup a specific subcategorycode then they have to go to 'Edit Group' --> Conditions --> and enter the value, I would like to save them all of that work and just have a lookup.

By the way I'm using v6.2.6.

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 11:37 AM

You won't be able to do this using a Lookup. You could, however, build a custom screen that works like a lookup. Basically a screen with a searchbox and grid. You could make it work like a lookup, but it's not possible to do this using a standard lookup. This would be a simple dev task, just a grid that get's loaded with dymanic SQL based on a user input value.

[Reply][Quote]

SLX_Novice
Posts: 246

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 11:58 AM

Thanks for the reply Ryan.

Would the end user be able to export the results to excel like a normal lookup?

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 12:18 PM

Quote:

Originally posted by Fabian Garcia

Thanks for the reply Ryan.

Would the end user be able to export the results to excel like a normal lookup?

I think you're mixing the terms "Lookup" and "Group". A lookup does not have any export to excel functionality. A group does. As far as adding that capability to a grid, there are several ways to do that. One of those ways I've outlined here: http://saleslogixblog.com/rfarley/archive/2004/10/13/1094.aspx

[Reply][Quote]

SLX_Novice
Posts: 246

Re: Creating a Look Up that is actually a Query Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Sep 07 3:17 PM

I'll give it a shot thanks Ryan.

[Reply][Quote]

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