Using Lookups

From InSite

You can use Lookups to populate record values in empty fields by:

• Searching for the record that you want
• Creating a new record
• Selecting a recently-viewed record
  

Searching for records

To search for a record:

1. Click the Lookup icon beside the empty field in which you want to populate a record value. The Lookup screen opens.
   • Note that at this point the results show are your recently viewed objects of this type, not an exhaustive list.
2. Enter a search string of at least two alphanumeric characters in the Search box. To expand your search options, you can also use an asterisk (*) as a wildcard next to two or more other alphanumeric characters. The Lookup screen displays a list of search results.
   
3. Go to the list of search results and single-click the name of the record that you want to select. The Lookup screen closes. The new record value appears in the field.

Creating new records

Note that the new button is only available on lookups to standard objects such as account and contact.

If you want the new button on Lookups to custom objects, please vote for the idea!

To create a new record:

1. Click the Lookup icon  beside the empty field in which you want to populate a record value. The Lookup screen opens.
2. From the Lookup screen, click New. The Lookup screen expands to display a data entry form.
   
3. Enter value(s) in the required field(s).
   
4. (Optional) Enter value(s) in other fields.
   
5. Click Save. The Lookup screen closes. The new record appears in the field.
   

Selecting recently-viewed records

To select a recently-viewed record:

1. Click the Lookup icon  beside the empty field in which you want to populate a record value. The Lookup screen opens and displays a list of recently viewed records, such as a list of contact names or SLA names.
   
2. Single-click the name of the record that you want to select. The Lookup screen closes. The selected record appears in the field.
   

See also: Search_Options.