Advanced search in a lookup field

When the Lookup field has large number of records then finding a particular record becomes cumbersome. Moreover, the basic search will display only 5000 results and manually scrolling down through these results to find the required record is tedious. The Advanced search option will enable you use the advanced search mechanism and zero down on the required records or field values in the lookup fields.

Note:

The advanced search is available only for lookup fields with the display type set as dropdown or multi-select.
If the lookup display field is either a user field or date-time field, then the basic search will disabled. And by default, the advanced search will be enabled.
If there are more than 500,000 records in the lookup field, the the basic search will be disabled. And by default, the advanced search will be enabled.

Enable advanced search a lookup field

Open the form builder.
Select the required lookup field.
Navigate to the Field Properties -> Choices section on the right.
Check the checkbox next to Advanced Field Search option.

Search using advanced search

Access the application.
Navigate to the required lookup field.
Click on the Advanced search button.
The Advanced Field Search popup will appear.
In the left pane of the popup, the lookup field(s) will be listed. Choose the required search operator and enter the appropriate search keywords.
Note: The Is option will be default search operator.
Click Search.
The list of relevant search results will be displayed on the popup.
Choose the required record and click Done.

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