Set up configurable lookup

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You can set up a configurable lookup to define the possible options in a field.

You can define the possible options for a configurable lookup in these ways:

  • User defined list: Set up the desired options manually.

  • Dynamic query: Apply a dynamic query to define the desired options.

  • Web service: Use a web service to get the desired options.

To apply a configurable lookup, set up a validation rule of type Configurable lookup. You can use a configurable lookup on several validation rules.

This topic explains how to set up a configurable lookup.

Flow diagram

Note

In the flow diagram, clicking ‘Set up dynamic queries’ or ‘Set up web service configuration’ opens the related section in the ‘General setup’ section.