Question

Customer lookup on Order section

Hi,

In Order section there is a OOB lookups field called "Customer". On click we can select either Account or Contact because both list are appearing for selection.

I have a requirement to implement the similar functionality like combining multiple list into one lookup field.

Please help with the configurations.

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Best reply

Hi Janhavi,

 

You need to study how this lookup is implemented on the BaseOrderPageV2 schema and implement the same logic for your column. It's simple - create two lookup columns (UsrContact and UsrAccount that will point to the Contact and Account objects respectfully), add the following attribute to the section edit page schema:

"Client": {
					"caption": {"bindTo": "Resources.Strings.Client"},
					"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
					"multiLookupColumns": ["UsrContact", "UsrAccount"],
					"isRequired": true
				},

Add the localizable string with the "Client" code and then insert this column somewhere on the page (I've been using the contact profile container as a parent):

{
					"operation": "insert",
					"parentName": "Header",
					"propertyName": "items",
					"name": "Client",
					"values": {
						"layout": {"column": 0, "row": 7, "colSpan": 24, "rowSpan": 1, "layoutName": "ProfileContainer"},
						"controlConfig": {
							"enableLeftIcon": true
						}
					}
				}

As a result you will get the needed lookup:

Best regards,

Oscar

Hi Janhavi,

 

You need to study how this lookup is implemented on the BaseOrderPageV2 schema and implement the same logic for your column. It's simple - create two lookup columns (UsrContact and UsrAccount that will point to the Contact and Account objects respectfully), add the following attribute to the section edit page schema:

"Client": {
					"caption": {"bindTo": "Resources.Strings.Client"},
					"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
					"multiLookupColumns": ["UsrContact", "UsrAccount"],
					"isRequired": true
				},

Add the localizable string with the "Client" code and then insert this column somewhere on the page (I've been using the contact profile container as a parent):

{
					"operation": "insert",
					"parentName": "Header",
					"propertyName": "items",
					"name": "Client",
					"values": {
						"layout": {"column": 0, "row": 7, "colSpan": 24, "rowSpan": 1, "layoutName": "ProfileContainer"},
						"controlConfig": {
							"enableLeftIcon": true
						}
					}
				}

As a result you will get the needed lookup:

Best regards,

Oscar

Oscar Dylan,

It worked 

Thanks!

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