Plugin Mode

Lookup auto-refresh

Summary

When a copied field changes in the lookup source app (the master), refresh the corresponding lookups in the app that refers to it.

Smartphone support

This plugin supports smartphones.

How to use

Configure this plugin in the master app referenced by the lookup. Specify the app and lookup field to update, the matching key, and the fields being copied.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open an existing record for editing

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

The app that performs the lookup

Choose the app that retrieves values from this master through a lookup.

Lookup field of the app performing the lookup

Choose the lookup field in the app that should receive the update.

The following field types can be selected.

  • Lookup (text)
  • Lookup (number)

Fields inside tables cannot be selected.

Select from the app specified in “The app that performs the lookup”.

Fields to copy

In this app’s fields, please select the field that the lookup user is using as the key.

The following field types can be selected.

  • Text
  • Number
  • Calculated
  • Link
  • Date
  • Time
  • Date and time
  • Lookup (text)
  • Lookup (number)
  • Record number
  • Record ID

Fields to copy

In this app’s fields, select the field that will be copied to the lookup side. If the value of this field changes, the lookup side will be updated. You can select more than one field.

The following field types cannot be selected.

  • Attachment
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Notes

After an existing record is edited and saved, the plugin compares the copied values with their values before editing. If they changed, it asks for confirmation before refreshing the lookups in the referencing app.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions