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My apologies in advance if you've addressed this issue. I did a quick check and did not find this addressed.
We've got lots of Companies that go by the same name because we have company records for each office location. Consequently, we tell the companies apart using the Site field, which describes the unique location So unique identifier for imports = Company name + Site.
Depending on the the person's name, we can have lots of Contacts with identical names. i.e. John Smith.
So whenever there is more than one name returned by your very cool auto-lookup, what definitely won't work is being ask to pick between identical choices. On the Account record, we need to see other stuff like Site to determine whether the company is the right company record. For people, we need to other stuff like title, and where the person works.
So, we need the lookup to work the way, for example, the Account lookup works on the Contact object. It brings us to a view of the search results from which we can select the right record.
Is there a way to have both the type-as-you-go auto-lookup with a click-on-magnifying glass icon option so that when there's more than one identical result, we can simply pull the results into view to make the right choice?
We've got lots of Companies that go by the same name because we have company records for each office location. Consequently, we tell the companies apart using the Site field, which describes the unique location So unique identifier for imports = Company name + Site.
Depending on the the person's name, we can have lots of Contacts with identical names. i.e. John Smith.
So whenever there is more than one name returned by your very cool auto-lookup, what definitely won't work is being ask to pick between identical choices. On the Account record, we need to see other stuff like Site to determine whether the company is the right company record. For people, we need to other stuff like title, and where the person works.
So, we need the lookup to work the way, for example, the Account lookup works on the Contact object. It brings us to a view of the search results from which we can select the right record.
Is there a way to have both the type-as-you-go auto-lookup with a click-on-magnifying glass icon option so that when there's more than one identical result, we can simply pull the results into view to make the right choice?
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816 Points
Posted 6 years ago
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2,340 Points
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816 Points
Rob Hatch, Official Rep
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44,968 Points
There are also a way to extend the data provided in the autocomplete field that comes standard with reference fields in tables and field sets. These fields have a few extra tabs in the properties section.
In advanced section you can specify a Display Template that concatenates multiple fields from the referenced object. In the case below I've added a "City and State" to the Account name so that you could distinguish between various "ACME" companies in your account lookup.
So in the resulting page you can distinguish your values in the autocomplete drop downs:
In advanced section you can specify a Display Template that concatenates multiple fields from the referenced object. In the case below I've added a "City and State" to the Account name so that you could distinguish between various "ACME" companies in your account lookup.
So in the resulting page you can distinguish your values in the autocomplete drop downs:
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816 Points
Rob Hatch, Official Rep
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44,968 Points
Zach McElrath, Employee
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54,346 Points
Rob's approach will solve your issue, Krista --- if you want to be able to search on both Account Name and Site when doing an Account lookup from a Contacts table, all you have to do is 2 things:
(1) Go to your Contacts Model, and add Account.Site into your fields.
(2) Customize the Fields that your Autocomplete searches on, and the format of the fields returned for your users to see by the autocomplete, by editing the AccountId field in your Contacts Table, and going to the "Advanced" Properties
The "Display Template" determines the format of the results returned by your Autocomplete. For instance, a Display Template of "{{Name}} ({{Site}})" would return results looking like this:
Acme Industrial Corp (Toronto)
United Oil & Gas (Singapore)
Skuid will search on all fields referenced in your Display Template --- so, here, Skuid would search on both Name and Site.
*** I recommend checking the "Tokenize autocomplete search" box. This will make it so that if you type multiple words into the search box, Skuid will search on each word separately. e.g. if you type "Acme Toronto", rather than Skuid requiring that there be an Account whose Name or Site contains "Acme Toronto", it will instead search separately on each word, so that it will find accounts whose Name contains "Acme" or "Toronto" and whose Site contains "Acme" or "Toronto". That way, if you have an Account named "Acme Industrial" whose Site is "Toronto", that Account will be returned in the Autocomplete search.
(1) Go to your Contacts Model, and add Account.Site into your fields.
(2) Customize the Fields that your Autocomplete searches on, and the format of the fields returned for your users to see by the autocomplete, by editing the AccountId field in your Contacts Table, and going to the "Advanced" Properties
The "Display Template" determines the format of the results returned by your Autocomplete. For instance, a Display Template of "{{Name}} ({{Site}})" would return results looking like this:
Acme Industrial Corp (Toronto)
United Oil & Gas (Singapore)
Skuid will search on all fields referenced in your Display Template --- so, here, Skuid would search on both Name and Site.
*** I recommend checking the "Tokenize autocomplete search" box. This will make it so that if you type multiple words into the search box, Skuid will search on each word separately. e.g. if you type "Acme Toronto", rather than Skuid requiring that there be an Account whose Name or Site contains "Acme Toronto", it will instead search separately on each word, so that it will find accounts whose Name contains "Acme" or "Toronto" and whose Site contains "Acme" or "Toronto". That way, if you have an Account named "Acme Industrial" whose Site is "Toronto", that Account will be returned in the Autocomplete search.
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816 Points
A related question . . . We create new Contact records from Account records by clicking on the New Contact button.
We do that so that the address information is copied over to the Contact address field. How would we do that in Skuid?
We do that so that the address information is copied over to the Contact address field. How would we do that in Skuid?