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Thread: Creating lookups to same field

Scott Smallbeck
Posts: 62

Creating lookups to same field Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Nov 07 8:14 PM

I need to create lookups to multiple fields that store an Account (i.e. Customer and Vendor where each is an Account). I am trying to figure out how to use the Lookup Name value in the lookup to call the correct lookup but am not having any luck.

Something like Ticket:Account.Account works but no luck getting the same lookup to work using the Lookup Name value of "Customer" (Tried Ticket:Customer, Ticket:Account.Customer, Ticket:Account.Account.Customer)

Help indicates this is what the Lookup Name is for but I cannot find an example.

Thanks for any help.

Scott

[Reply][Quote]

RJ Samp
Posts: 973

Re: Creating lookups to same field Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Nov 07 9:05 AM

Up to version 7.2 you can only have 1 lookup per Field...... as of 7.2 they start taking advantage of the Name/Alias field (introduced in about 6.2 but never 'scripted'). We have been complaining since February 1997 that there is only one lookup per field (one layout, one return string).....for example, maybe you want to lookup Product by Name and return the ACTUALID value one time.....and the NAME value another time......

If you are in 7.2 then this should be available......if not you are SOL or scripting it on your own.

And good luck getting a temp group back for a custom lookup, that used to be standard SLX and when they went to 6.x it went away..... (Lookup Territory = 'Eastern' and return a TACO group.....)

[Reply][Quote]

Scott Smallbeck
Posts: 62

Re: Creating lookups to same field Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Nov 07 9:32 AM

I figured out a work around for this customer. These are Ticket lookups so for the first Account Lookup (Customer in this case) it is configured as Ticket:Account.Account. For the second lookup (Supplier in this case) I join Account to Account so the lookup is Ticket:Account.Account.Account so I can call the correct one when they click on the label.

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: Creating lookups to same field Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Nov 07 5:17 PM

I did not come up with this .. someone else did. I've used it a couple of time.. buyer beware:

1. Create a calculated field for the table in question.
2. Name it with the unique name that will make you happy (and alias)
3. Type String
4. Calculation: just drag the search field into the calculation
5. Save it

Now, create a new lookup. Select the calculated field as the search field. Do the rest. Build a layout.

SalesLogix has a problem finding the lookup you select/specify if you have three named something like Opportunity.Description. Using this method, you could have three called:

Opportunity.Test1
Opportuntiy.Test2
Opportuntiy.Test3

all of which search on the Description field, but have different layouts.
--
rjl

[Reply][Quote]

Scott Smallbeck
Posts: 62

Re: Creating lookups to same field Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 13 Aug 08 5:50 PM

Quote:

If you are in 7.2 then this should be available......if not you are SOL or scripting it on your own.

Do you know how to reference this from script? For example to add a new LookupClick item?

I couldn't figure using the lookup name (7.2.2) so I now just keep adding the same table as many times as needed to keep the lookup unique:

Opportunity:Account.Address.Country for the first and then Opportunity:Account.Account.Address.Country for the next one and so on if needed.

Works but seems like there should be a cleaner way.

[Reply][Quote]

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