Lookup filter in Zoho CRM | Public Early Access 2023
Hello All,
We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. This is available on a public early access mode, which means this feature will be enabled for you upon request. To submit your request for this feature, please contact your PFC contact person.
Let's get into the details!
As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and associate it with a record in module A. However, there could be scenarios, where you want only specific records to display while looking up. This is where the lookup filter comes into play.
Lookup filter
A lookup filter is a new property introduced to the lookup field. It enables you to define criteria, such that only the eligible records from the lookup module are listed during the lookup activity.
This paves the way to simplify record association and ensure only eligible and correct information from the database is associated.
How does it work?
As discussed earlier, a lookup filter is a new property added to the lookup field.
All you have to do is to head to the lookup field's property in the layout editor, enable the Filter lookup records checkbox, and define the criteria.
Let's look at an example!
Let's say you want only active accounts to be displayed for a lookup field present in the deal module. You can create a filter criterion: "Business active" is "selected."
As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and associate it with a record in module A. However, there could be scenarios, where you want only specific records to display while looking up. This is where the lookup filter comes into play.
Lookup filter
A lookup filter is a new property introduced to the lookup field. It enables you to define criteria, such that only the eligible records from the lookup module are listed during the lookup activity.
This paves the way to simplify record association and ensure only eligible and correct information from the database is associated.
How does it work?
As discussed earlier, a lookup filter is a new property added to the lookup field.
All you have to do is to head to the lookup field's property in the layout editor, enable the Filter lookup records checkbox, and define the criteria.
Let's look at an example!
Let's say you want only active accounts to be displayed for a lookup field present in the deal module. You can create a filter criterion: "Business active" is "selected."
Now, during deal creation, when the sales rep looks up for accounts, only the active ones are displayed and associated.
This way, the sales rep need not rummage through an exhaustive list of records to select the active accounts.
In addition to this, you can also choose to validate the filter criteria during record edit. Let's say, for an existing deal, if you'd like to validate this criteria, you enable validation and after every record edit, the filter will be validated and the record will be saved only if it fits the criteria.
In addition to this, you can also choose to validate the filter criteria during record edit. Let's say, for an existing deal, if you'd like to validate this criteria, you enable validation and after every record edit, the filter will be validated and the record will be saved only if it fits the criteria.
Points to be noted:
- Lookup filter is supported for the following field type: Lookup and user lookup fields.
- Currently, the filter is not available for the multi-select lookup field type.
- The option will be available for Enterprise and Ultimate editions of Zoho CRM.
Upcoming enhancements:
In line with the introduction of the Lookup filter, we will provide future enhancements to help users dynamically filter the lookup records based on the current module's value.
That's about today's announcement! Thanks and have a good one!
P.S.: Lookup filter is available only in the web version of Zoho CRM. We will notify you when it becomes available for mobile devices.
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