Hi All ,
I am new to reference qualifier. I have a task to set reference field look up in such a way that , it should sort look up according to whatever is populated in that reference field .
For example:
1. I have one reference field on cases and it is populated with value New_tenant.
2. Now once I open look up it should display only those record which start with New, like this.
In order to achieve this I want to use Advanced reference qualifier of that field and set look up in such manner. Please help suggesting something.
cc: @Ankur Bawiskar @kamlesh kjmar
Thanks in advance.
Hi @Abhijit Das7 ,
For your use-case, first you need to decide one logic for the filter condition. For an example in the above screen shot you want your filter to search for record that starts with New so for that logic becomes :
Split the selected value by under score symbol and then use the first split to search, but this logic won't work if there a name with no '_' symbol in it.
You can think of another logic where you can split the selected value by space and use the first split as a search word but this will not work for the names which are separated by '_'
One last logic you can come-up with is take a substring of the selected name, say select first 3 characters of the selected name and use it for filtering. This you can consider. I am showing you how you can achieve your functionality with this logic:
1. I am taking an example of a custom field in incident table Device Incident which is referencing to incident table.
Now in this I am putting the logic that if you select any incident in this and then if you click on the search icon of the field it will filter and show only those incidents whose Number starts with first seven character of the incident already choosen. In the above example it will show incidents whose number starts with INC0019
Below is the logic I have used in my reference qualifier of Device Incident field
javascript:current.getValue("u_device_incident") != "" ? "numberLIKE"+(current.getDisplayValue("u_device_incident")).substr(0,7):"numberISNOTEMPTY"
Change your filter logic as per your requirement, but process of doing this will remain the same.
I hope this helps.
If this solution helps you then please hit the Helpful button and if this solves your issue then hit Accept button as well.
Regards,
Kamlesh
Hi @Abhijit Das7 ,
For your use-case, first you need to decide one logic for the filter condition. For an example in the above screen shot you want your filter to search for record that starts with New so for that logic becomes :
Split the selected value by under score symbol and then use the first split to search, but this logic won't work if there a name with no '_' symbol in it.
You can think of another logic where you can split the selected value by space and use the first split as a search word but this will not work for the names which are separated by '_'
One last logic you can come-up with is take a substring of the selected name, say select first 3 characters of the selected name and use it for filtering. This you can consider. I am showing you how you can achieve your functionality with this logic:
1. I am taking an example of a custom field in incident table Device Incident which is referencing to incident table.
Now in this I am putting the logic that if you select any incident in this and then if you click on the search icon of the field it will filter and show only those incidents whose Number starts with first seven character of the incident already choosen. In the above example it will show incidents whose number starts with INC0019
Below is the logic I have used in my reference qualifier of Device Incident field
javascript:current.getValue("u_device_incident") != "" ? "numberLIKE"+(current.getDisplayValue("u_device_incident")).substr(0,7):"numberISNOTEMPTY"
Change your filter logic as per your requirement, but process of doing this will remain the same.
I hope this helps.
If this solution helps you then please hit the Helpful button and if this solves your issue then hit Accept button as well.
Regards,
Kamlesh
