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bytor104
bytor104
Contributor ⭐️⭐️⭐️
November 5, 2024
New Idea

Allow Admins to configure Search Fields for Lookups to custom objects in Report Inline Editing

Related products:CS Reports
  • November 5, 2024
  • 1 reply
  • 58 views

Currently in CTA Type layouts, an admin can configure Search fields for Lookup fields/attributes to custom objects which allows users to search for records by the values/characters within that object’s Searchable fields.

 

I would like to be able to see this same capability extended to Inline Report Editing so that users can search for a lookup field custom object record to which they can associate the Report object’s record. This type of parity across features is crucial in making this platform fluid and intuitive.

    1 reply

    HollySimmons
    HollySimmons
    Helper ⭐️
    November 7, 2024

    Same for adding new records of Low Volume objects, we’re limited to looking up to a Person and it shows their name and GSID. I want it to show name and email (with both being searchable). Plus i want to have the option to filter those results e.g. by Company of the C360 I’m on. 

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