Table Lookup in Input Field
A lookup can be added to the Input field which allows you to access data from a specified field, which can be filtered by specific data. You can also choose which data will be transferred to the Input Description field.
Lookup Fields in Checklist Template Lines
In the Checklist Template lines, define the lookup related fields as described in the following table.
| Field | Description |
|---|---|
| Lookup Table No. | Specifies the number of the table that will be looked up to. |
| Lookup Table Caption | Indicates the name of the table selected in the Lookup Table No. field. |
| Lookup Value from Field No. | Specifies what field is used in the lookup. For example, you can choose to enter a number or description in the Input field. |
| Lookup Value from Field No. Caption | Indicates the name of the field selected in the Lookup Value from Field No. field. |
| Lookup Table Field No. for Input Description | Specifies which table field to be used as in the Input Description field. |
| Lookup Table Field Caption for Input Description | Indicates the name of the field selected in the Lookup Table Field No. for Input Description field. |
| Lookup Page No. | Specifies the number of the page to open from the lookup in the Input field. If this field is left blank, then the default page for the table is used. For example, the "Item Lookup" page is opened by default for the "Item" table. Therefore, unless you have a specific page, e.g., a customized list page that omits pricing information, then this field can be left blank. |
| Lookup Page Caption | Indicates the object caption of the page selected in the Lookup Page No. field. |
| Lookup Table Filter exists | Indicates whether a table filter has been added to the line. For more information, see Table Filters. |
Table Filters
You can also filter each line based on fields in the selected table. On the Lines FastTab, choose Checklist > Lookup Table Filter. In the Checklist Line Template Table Filters page, enter the field in the Field Number field and either manually type the filter in the Filter Text field or you can use variables to create a flexible, user-defined filter. For user-defined filters, you can select the Permanent Filter checkbox to prevent users from removing filters on certain fields (see Item Lookup with Flexible and Permanent Filtering).
As in standard Business Central, you can enter multiple filters to extend the filtering capabilities.
Examples
The following examples use the item table to create various lookups, with and without filtering. In each example, the general premise is that you want to add an item lookup to the Input field on a Checklist Template line, which will open the default Item Lookup page to search for the item or users can enter the item number directly. Once selected, the description of the item will be shown in the Input Description field on the line.
Item Lookup with No Filtering
For this particular checklist line, there are no special filters; all items are available for selection.
On the Checklist Template line, you enter the following lookup settings.
| Type | Description | Lookup Table No. | Lookup Value from Field No. | Lookup Table Field No. for Input Description | Lookup Page No. |
|---|---|---|---|---|---|
| Question | Select an item | 27 | 1 | 3 | <blank> |
With this setup, the user is able to choose the ellipsis button in the Input field (or manually type in an item number), choose an item from the lookup, and see the description of the item in the Input Description field.
Item Lookup with Strict Filtering
For this particular checklist line, you only want items that are categorized as "Machines" so you set a table filter for this Item Category Code.
On the Checklist Template line, you enter the following lookup settings.
| Type | Description | Lookup Table No. | Lookup Value from Field No. | Lookup Table Field No. for Input Description | Lookup Page No. |
|---|---|---|---|---|---|
| Question | Select an item | 27 | 1 | 3 | <blank> |
With the line selected, you open the Checklist Line Template Table Filters page and enter the following table filter setting for the "Machine" item category.
| Field Number | Filter Text |
|---|---|
| 5702 | MACHINE |
With this setup, the user is able to choose the ellipsis button in the Input field (or manually type in an item number), choose the machine type item from the lookup, and see the description of the item in the Input Description field. This filter cannot be removed.
| Item Numbers | Item Descriptions |
|---|---|
| D-1000 | Conveyor machine complete |
| D-1054 | Fork lift |
| D-1056 | Apron Conveyor |
| ... | ... |
| D-7100 | Documentation GERMAN |
| D-7105 | Documentation ENGLISH |
| D-7110 | Documentation FRENCH |
Item Lookup with Flexible Filtering
For this particular checklist line, you want to give users the ability to filter the lookup results so you create a filter line and an item selection line with variables.
On the Checklist Template lines, you enter the following lookup settings.
| Type | Description | Variable for Dynamic BOM | Lookup Table No. | Lookup Value from Field No. | Lookup Table Field No. for Input Description | Lookup Page No. |
|---|---|---|---|---|---|---|
| Question | Enter a filter | ITEMLOOKUP | 27 | 1 | 3 | <blank> |
| Question | Select an item | 27 | 1 | 3 | <blank> |
With the second line selected, you open the Checklist Line Template Table Filters page and enter the following setting for entering a filter on the item number in the Items list.
| Field Number | Filter Text |
|---|---|
| 1 | #ITEMLOOKUP#* |
With this setup, the user is able to enter a filter in the Input field on the first checklist line, which will then filter the results in the Input field on the second checklist line.
For example, if the user enter "D-7*" in the Input field on the first line, then only items that start with "D-7" will be shown in the lookup list of the Input field on the second line.
| Item Numbers | Item Descriptions |
|---|---|
| D-7009 | Gear |
| D-7011 | Motor |
| ... | ... |
| D-7100 | Documentation GERMAN |
| D-7105 | Documentation ENGLISH |
| D-7110 | Documentation FRENCH |
Item Lookup with Flexible and Permanent Filtering
For this particular checklist line, you want to give users the ability to filter the lookup results on item number and description, so you create a filter line and an item selection line with variables.
On the Checklist Template lines, you enter the following lookup settings.
| Type | Description | Variable for Dynamic BOM | Lookup Table No. | Lookup Value from Field No. | Lookup Table Field No. for Input Description | Lookup Page No. |
|---|---|---|---|---|---|---|
| Question | Enter a filter | ITEMLOOKUP | 27 | 1 | 3 | <blank> |
| Question | Select an item | 27 | 1 | 3 | <blank> |
With the second line selected, you open the Checklist Line Template Table Filters page and enter the following setting for entering a filter on the item number and description in the Items list. By selecting the Permanent Filter checkbox on the line for the item number, users are able to clear the filter on the item description but not the item number.
| Field Number | Filter Text | Permanent Filter |
|---|---|---|
| 1 | #ITEMLOOKUP#* | ✓ |
| 3 | #ITEMLOOKUP#* |
With this setup, the user is able to enter a filter in the Input field on the first checklist line, which will then filter the results in the Input field on the second checklist line.
For example, if the user enter "D*" in the Input field on the first line, then only items with numbers and descriptions that start with "D" will be shown in the lookup list of the Input field on the second line.
| Item Numbers | Item Descriptions |
|---|---|
| D-7100 | Documentation GERMAN |
| D-7105 | Documentation ENGLISH |
| D-7110 | Documentation FRENCH |
| D-999999 | Dummy Item for Color |
The user can choose the Description field heading and then choose the Clear filter option to remove the description filter. This option is not available on the No. field because of the Permanent Filter setting in the table filter setup.
| Item Numbers | Item Descriptions |
|---|---|
| D-1000 | Conveyor machine complete |
| D-1054 | Fork lift |
| D-1056 | Apron Conveyor |
| ... | ... |
| D-7100 | Documentation GERMAN |
| D-7105 | Documentation ENGLISH |
| D-7110 | Documentation FRENCH |
| ... | ... |
| D-999999 | Dummy Item for Color |
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