Field of Lookup in CRM
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request.
Hello All,
We're thrilled to talk about a much-awaited enhancement to lookup fields—now associate fields from the lookup modules. This is a functionality we had already provided for subforms and is now made available for the layout lookup fields as well.
We're thrilled to talk about a much-awaited enhancement to lookup fields—now associate fields from the lookup modules. This is a functionality we had already provided for subforms and is now made available for the layout lookup fields as well.
So let's get into the details, without further ado!
Field of Lookup
Lookup fields, as we all know, helps you associate data from one module to another. You can lookup for the records in your Contacts module through a lookup field in the Deals module, and associate them as desired.
Until recently, the usage of lookup fields was restricted only to associating the primary field values for the particular module. After looking up for contacts to associate with a deal, only the contact name would be available in the deals module. However, there can be situations when you need additional related details from the lookup module about the record that was associated, for example, the contact's number, or email address.
Although you had provisions to meet these requirements using custom functions, with our latest enhancements you can now associate fields from the lookup module into your record.
Lookup fields, as we all know, helps you associate data from one module to another. You can lookup for the records in your Contacts module through a lookup field in the Deals module, and associate them as desired.
Until recently, the usage of lookup fields was restricted only to associating the primary field values for the particular module. After looking up for contacts to associate with a deal, only the contact name would be available in the deals module. However, there can be situations when you need additional related details from the lookup module about the record that was associated, for example, the contact's number, or email address.
Although you had provisions to meet these requirements using custom functions, with our latest enhancements you can now associate fields from the lookup module into your record.
How to associate fields of the lookup module?
Let's say, in the Students module of a university, the lookup field for the Course type will display the name of the course a student is interested in. However, in instances when you want to view more details such as course fee, course duration, subjects, principal coordinator, etc. then you can use the field of the lookup module option to associate those fields from the Course module.
. You can either select the field from the courses module to be available in the students module and add it as a new field in the students module. Ex. let's say, course fee, duration, or subject(s).
. Again, let's say, you need to have the course instructor field, and a custom field for the instructor is already existing in the students module. Hence, you can choose the option to map with the existing field.
Let's say, in the Students module of a university, the lookup field for the Course type will display the name of the course a student is interested in. However, in instances when you want to view more details such as course fee, course duration, subjects, principal coordinator, etc. then you can use the field of the lookup module option to associate those fields from the Course module.
. You can either select the field from the courses module to be available in the students module and add it as a new field in the students module. Ex. let's say, course fee, duration, or subject(s).
. Again, let's say, you need to have the course instructor field, and a custom field for the instructor is already existing in the students module. Hence, you can choose the option to map with the existing field.
Points to be noted
. These enhancements will be available for Enterprise and Ultimate editions.
. Field of lookup option will be available in Modules that support the lookup field.
. For each lookup field in your module, you can associate a maximum of 5 fields from the lookup module into your primary module layout.
Upcoming enhancements
Here is a list of future enhancements related to the field of lookup to enhance your experience using the feature.
. Field of lookup User and Record owner fields will be available to associate as fields of lookup.
. Mapping the fields from the lookup module with system-defined fields in the primary module will be supported.
. Keeping the field of lookup values in sync based on the value changes in the lookup module.
That's all about the enhancements. We would love to hear your feedback and suggestions in the comments below. Read more about Field of Lookup in our help doc.
Thanks and have a good one!
. These enhancements will be available for Enterprise and Ultimate editions.
. Field of lookup option will be available in Modules that support the lookup field.
. For each lookup field in your module, you can associate a maximum of 5 fields from the lookup module into your primary module layout.
Upcoming enhancements
Here is a list of future enhancements related to the field of lookup to enhance your experience using the feature.
. Field of lookup User and Record owner fields will be available to associate as fields of lookup.
. Mapping the fields from the lookup module with system-defined fields in the primary module will be supported.
. Keeping the field of lookup values in sync based on the value changes in the lookup module.
That's all about the enhancements. We would love to hear your feedback and suggestions in the comments below. Read more about Field of Lookup in our help doc.
Thanks and have a good one!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saishree T K
Jordan Talmor
R T Kaushik
Nick
Ishwarya SG
Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancementsAdding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Custom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho supportClient Can't View Ticket
Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewedCustom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for trackingMy workflows not working
Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not haveWaiting Room
Is there any plans to implement a Virtual Waiting Room for Attendees on Meetings and or Webinars?Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We'veHow do you do ticket add ons in Backstage?
Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace RobinRe-create auth token
I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?Writing on sketch cards is bugged when zoomed in
When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.Doesn't let me test my newsletter.
Hello, I click "Preview and Test". I select the email address to send the test (usually my own email). I send the test email, appears the message "Your test email has been sent", but nothing happens. I mean, there is nothing in my inbox. I also triedreset of user password
User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?In what case it's better to use Developer Console? Only for marketplace?
As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.commision tracker
I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 ForbiddenQueues Management ?
I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? ThanksAutomating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk
Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birthImplement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?Editing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standardKiosk GetRecords can't compare formulas
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I shouldKiosk can't merge picklist or multiselect
There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "PicklistFillable template with dynamic tables?
Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figureTip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more onZoho Forms Webhooks - Only sends on submission not on edit.
Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list beforeAdd Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, insteadWhat does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksCannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Can't login to Zoho mail
I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a fewSocial Media Simplified with Zoho Social: Bridge sales and social media marketing
Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. PostingThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theWork Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory ofCreate Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regularNext Page