Plugin Mode

Register Lookup Master

Summary

If the value entered in a lookup field is not found among the key items in the lookup’s source app (the master), you can add a new record to the source app.

Smartphone support

This plugin does not support smartphones. Use it on a computer.

How to use

A confirmation dialog appears when lookup retrieval fails. Choose to register a record to open the input dialog for the master app. The lookup is retrieved again after registration. All fields in the input dialog are required.

When it runs

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

  • When a lookup fails to retrieve its data

Parameters

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

Lookup Field

Please select a lookup field.

The following field types can be selected.

  • Lookup (text)
  • Lookup (number)

Dialog Message

Please enter the message to be displayed in the input dialog when adding a record.

Lookup Master App

Choose the master app where a missing value will be registered as a new record.

Key Item

Select the key field in the app referenced by the lookup.

The following field types can be selected.

  • Text
  • Number
  • Calculated
  • Link
  • Lookup (text)
  • Lookup (number)
  • Record number

Select from the app specified in “Lookup Master App”.

Copy Item

Select the fields the user will fill in when adding a record to the master app. You can select more than one field.

The following field types can be selected.

  • Text
  • Number
  • Date
  • Time

Fields inside tables cannot be selected.

Select from the app specified in “Lookup Master App”.

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

Actions

Conditions