Custom Lookup Field

Hi
Is it possible to create custom lookup field (e.g Owner, Parent Account). ?
Sundar

The fields that you have mentioned are in the system but i do not think its possible to create a new one. I am surprized oracle is not supporting. I believe this should be a key enhancement because every other SaaS based CRM product offers this.

Similar Messages

Event Receiver to create a List based on a custom template and on lookup field

Hi
I would like to have an Event Receiver who is firing by addItem in a list calls Seminarliste and is creating each time a new list based on three columns for add.Lists("Title of the list", "Description of the list", "Custom List
Template")
I have a Problem to get the LookupField Title and I am getting a Problem to create a list.
If I debug the code the bold line creates an exception ;(
The following code I have produced:
        public override void ItemAdding(SPItemEventProperties properties)
            base.ItemAdding(properties);
            SPWeb spCurrentSite = properties.OpenWeb();
            SPSite siteCollection = new SPSite("http://win-ue32d37ap2n");
            SPWeb web = siteCollection.OpenWeb();
            SPListCollection lists = web.Lists;
            String curListName = properties.ListTitle;
            if(curListName == "Seminarliste")
                SPListItem curItem = properties.ListItem;
                String curItemListName = properties.AfterProperties["Title"].ToString();
                String curItemDescription = properties.AfterProperties["Beschreibung"].ToString();
                // Lookup field with Option to Chose a template name
                String curItemTemplate = properties.AfterProperties["Template"].ToString();
                SPListTemplateCollection listTemplates = siteCollection.GetCustomListTemplates(web);
                //Error by following line ...
SPListTemplate myTemplate = listTemplates[curItemTemplate];
                web.Lists.Add(curItemListName, curItemDescription, myTemplate);
If somebody had a similar problem in the past and could advice it would be most appreciated ;-)
Thanks in advance ;-)
Kind regards Michael Damaschke

If I understand correctly, the field you use to select the template name is a lookup field? If so, then the problem is the lookup field value is not the name of the template. It is an SPFieldLookupValue, which contains the ID and the string of the lookup.
So you want to separate the template name, like this:
if (item["LookupField"] !=
null)
     string fieldValue = item["LookupField"].ToString();
     SPFieldLookupValue value =
new SPFieldLookupValue(fieldValue);
     int lookupListItemID = value.LookupId;
     string lookupListValue = value.LookupValue;
IF you look at the fieldValue above, you will see it is something like an integer, followed by delimiter ;# and then your template name. you can always just parse the string at the ;# as well if you were so inclined.

How does one create LOV Map between 2 fields for custom lookup mapping

Hi there
In Internet Expenses, Expense Report Line Detail we have two unrelated fields; namely Expense Location & Tax Code.
The requirement is to map a default tax code to locations; basically when a user enters Expense Location then the mapped tax code value should default into field Tax Code.
The location-tax code mapping is stored in a custom lookup (FND_LOOKUP_VALUES).
My question is how does one go about implementing this? For example is it possbile to create a new (hidden) LOV based on the lookup mapping & then create a Personalization LOV Mapping between the 3 LOV... Or is it necessary to modify the Tax Code drop down Message Choice in JDeveloper? Of course details are appreciated!
FYI below is the relevant Personalization Structure from "Personalize Stack Layout: (NormalDetails)".
Message Lov Input: Expense Location
- Lov Mappings
-- Lov Map: (lovMap1)
-- Lov Map: (lovMap2)
-- Lov Map: (lovMap3)
- Message Text Input: Expense Location
- Message Styled Text: Transaction Location
- Message Text Input: Merchant Name Yes
- Message Styled Text: Description
- Message Check Box: Original Receipt Missing Yes
- Message Choice: Tax Code
- Message Check Box: Amount Includes Tax
- Message Choice: Tax Code
Many thanks
G

Hello all
The correct & supported method is this:
Extend the location LOV in JDeveloper & add a "default tax" attribute, this could be derived from a new location DFF storing the default tax code for each location. Now simply create a location Personalization LOV Map which takes this new location lov tax attribute & target it to the tax message choice field.
That's my 2c worth anyway, so please give comment if you feel there is a better way.
There is just one more little problem however... The requirement has changed! Now we require the tax code to default according to not one location field, but other fields too. For example if the user selects Expense Type of Beverage & Location of Netherlands then Tax Code should be NL19%, for Expense Type of Hotel then it should be NL6%; if the user ticks "Missing Receipt" field then it should over ride all others & set the code to NL0%.
Any ideas?
Many thanks
G
Edited by: user13363208 on 11-Aug-2010 06:51

Custom View in Designers Rollup Header from Lookup Field

Hi!
I have a task list that is rolling up a couple of different ways. I'm having some issues getting it to be just right.
1) Rollup display. The rollup is working great except: My task list is using a lookup field on an list of initiatives. The look up grabs 3 other fields from the initiatives list (LOEs, Objectives, and Organization along with initiative name).
I'm rolling up by LOE > Objectives > Initiatives and then the tasks listed under the initiatives. When the initiative line displays it carries with it the code for going back to the initiative list. I am attempting to apply a different format to it but
I'd really like the URL there to open up the initiative but can't figure out how to get it display. When it displays now it has [<xsl-value-of node-walk="1236" select="$fieldvalue"><a onclick="OpenPopUpPage('URL', RefreshPage);
return false;" href="URL">Initiative Name</a>]. It is displayed as text. Is there a way to format it so it is a URL? The options I have chosen do not work.</xsl-value-of>
<xsl-value-of node-walk="1236" select="$fieldvalue"></xsl-value-of>

I read that Lookup/ Combo box field cannot be added in a self registration form. Is it true?
(Source:
Link: Adding combobox in self registration from
Link: OIM: problem with combobox in self registration form

How to updateControlValue of lookup custom type field via javascript (JSLink) ?

I found in context - fieldSchema - Choices - array with lookup items, so i created new object with lookupid and lookupvalue and pushed into Choices. But after update control value i found what fieldValue: "1218;#"; while in context
- fieldSchema - Choices - array my Object [LookupId: 1218; LookupValue: "Dion"];
Out of array LookupValue always null. Any idea?

Hi,
The following links would be helpful:
Setting values of SharePoint Lookup field
http://snipplr.com/view/30179/setting-values-of-sharepoint-lookup-field/
Sharepoint 2013. Multivalue lookup field with JavaScript
http://stackoverflow.com/questions/22694749/sharepoint-2013-multivalue-lookup-field-with-javascript
Best Regards,
Dennis Guo
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]
Unfortunatly it is not what i need.
Let me explain, i trying to make cross site lookup field. So for now i made javaScript file and overrided JSLInk parameter.
I want to made it clear for sharepoint and followed clientforms.debug.js practice.
in clientforms.debug.js they used updateControlValue method for update fieldValue. So, i use this method for insert my own lookup object to field value. And main problem - updating field value such as the string "5233;#HelpMePlz".
Cuz after method updateControlValue sharepoint not save my own object.LookupValue (HelpMePlz), sharepoint only save object.LookupId (5233). I
need someone who has already done something similar and can explain the subtleties of working with a client side rendering (JSLink) & lookup field. If any know how to do it write plz here or mail me ([email protected]). its realy important to me,thx.

Unable to save lookup field data in SharePoint 2013 online list

Dear Support,
I had successfully created provider hosted app and deployed on SharePoint 2013 online site, in my project I created orderservice.asmx.cs web service and write a code for save record on SharePoint
2013 online list as I mentioned below and calling on App1.js file.
But I am unable to save lookup field value as mentioned below code
Customer is a lookup field I want to save data in SharePoint 2013 online list( Order)where I had successfully
inserted text field data (Title &
Special_x0020_Instruction).
i am getting error as mentioned below
500 Internal Server Error {"Message":"Invalid web service call, missing value for parameter: \u0027Title1\u0027.","StackTrace":" at System.Web.Script.Services.WebServiceMethodData.CallMethod(Object target, IDictionary`2
parameters)\r\n at System.Web.Script.Services.WebServiceMethodData.CallMethodFromRawParams(Object target, IDictionary`2 parameters)\r\n at System.Web.Script.Services.RestHandler.InvokeMethod(HttpContext context, WebServiceMethodData methodData,
IDictionary`2 rawParams)\r\n at System.Web.Script.Services.RestHandler.ExecuteWebServiceCall(HttpContext context, WebServiceMethodData methodData)","ExceptionType":"System.InvalidOperationException"}
Please let me know the code how to insert lookup field value (Customer)
in SharePoint online list.
OrderService.asmx.cs
Public
int InsertOrder (Order
orderRecord)
            pwd.MakeReadOnly();
            clientContext.Credentials =
new
SharePointOnlineCredentials (myUserName, pwd);
try
             Web
oWeb = clientContext.Web;
ListCollection lists = oWeb.Lists;
List oOrderlist = clientContext.Web.Lists.GetByTitle("Order");
                clientContext.Load<ListCollection>(lists);
                clientContext.Load<List>(oOrderlist);
                ListItemCreationInformation
itemCreateInfo = new                 ListItemCreationInformation();
ListItem oListItem = oOrderlist.AddItem(itemCreateInfo);
                oListItem["Title"]
= Title;                        listItem["Special_x0020_Instruction"]
= orderRecord.Instruction;
                    listItem ["Customer"]
= orderRecord.CustomerId;
                    listItem.Update();
                    clientContext.ExecuteQuery();
return 1;
catch
return -1;
App1.JS
$("#Save").click(function
debugger;
var OrderProfile = $('#orderprofile').val();
var CustomerId = $('#exCustomerlist').jqxComboBox('getItem',
$('#exCustomerlist').val());
//var Instruction = $('#instruction').val();
        alert(OrderProfile);
        alert(CustomerId);
var obj = {
'Title': OrderProfile,
'Customer': CustomerId }
        $.ajax({
            url:
"OrderService.asmx/InsertOrder",
            type:
"POST",
            dataType:
"json",
            data: JSON.stringify(obj),
            contentType:
"application/json; charset=utf-8",
            beforeSend:
function (XMLHttpRequest) {
//Specifying this header ensures that the results will be returned as JSON.
                XMLHttpRequest.setRequestHeader("Accept",
"application/json");
            success:
function (response) {
                $(".errMsg ul").remove();
var myObject = response.d;
                alert(myObject);
            error:
function (response) {
                alert(response.status +
' ' + response.statusText +
' ' + response.responseText);
Regards,
Akhilesh

Hi Alex Brassington,
Thanks for your reply.
I am having the Site Administrator Permission of the public site.
I am having the permission of Company Administrator of that site but still unable to find
Device Channel on Site Setting. still I gave the user full control from Site Permission but nothing is happening.
What should I do next?

Updating values dynamically in an user attribute which is lookup field

Hi All,
Can I have a pre process event handler to update the values in the lookup field on my create user page? I have two user attributes - one is the default organization and the other is a user created Country attribute. Both of these are Lookup fields. I want to update the country lookup field by checking what is selected in the organization lookup field. Is this possible in OIM?
Not sure if pre process event handler is the way to go but this is what I want to achieve. Can anybody guide me regarding the same?
Thanks,
$id

OK, here's my shot at a walkthrough... let me know if I missed any steps.
1. From your original post, you are using two lookup fields. I'm use a base VM for testing, so I needed to create two. I went with City and State (I know they are OOB, but this is just an example).
- Created Lookup.Custom.City and Lookup.Custom.State Samples:
Lookup.Custom.City
Code Key-Decode
Miami-Florida
Orlando-Florida
New Orleans-Louisiana
Lookup.Custom.State
Code Key-Decode
Florida-Florida
Lousiana-Louisiana
- Creating Custom UDF Attributes: Advanced->User Configuration->Actions->User Attributes (LOV's)
-- Office City and Office State
2. Use weblogicExportMetadata.sh to export /metadata/iam-features-requestactions/model-data/CreateUserDataSet.xml
3. Edit CreateUserDataSet.xml to add:
<AttributeReference name="Office State" attr-ref="Office State" available-in-bulk="false" type="String" length="20" widget="lookup" lookup-code="Lookup.Custom.State" required="false" mls="false"/>
<AttributeReference name="Office City" attr-ref="Office City" type="String" length="30" widget="lookup-query" available-in-bulk="false">
<lookupQuery lookup-query="select City.LKV_ENCODED as City from (Select LKV_ENCODED , LKV_DECODED from LKU LKU, LKV LKV where lku_type_String_key = 'Lookup.Custom.City' and lku.lku_key = lkv.lku_key) City, (Select LKV_ENCODED, LKV_DECODED from LKU LKU, LKV LKV where lku_type_String_key = 'Lookup.Custom.State' and lku.lku_key = lkv.lku_key and lkv_decoded='$Form Data.Office State') State where State.LKV_ENCODED = City.LKV_DECODED order by City" display-field="City" save-field="City"/>
</AttributeReference>4. Use weblogicImportMetadata.sh to import CreateUserDataSet.xml
5. Run ./PurgeCache ALL (same directory)
6. Go to request - create user (this example is for request based provisioning)
7. If all went ok, when you select State, let's say Florida, then when you then click on city lookup, you will only see Orlando and Miami. If you toggle the state to Louisiana, you'll need to click search again on city and New Orleans should be the only one that comes up.

Issue with web part connections : won't display data when the lookup field is a calculated field

Hello,
I have a list A with a calculated field named A.A. I have a list B that has a lookup field to list A, to field A.A, named B.A. I add the two lists in a wiki page and I try to connect them - I.E., select a row from A and the rows from B would be automatically
filtered.
The B\Connections\get filtered values from A and select Provider:A.A, Consumer B.A doesn't bring any results. If I do the exact opposite: A\Connections\get filtered values from B and select Provider:B.A, Consumer A.A works fine. But, this is not what
I want.
If the A.A isn't calculated field, everything works fine. So, it looks like there's an issue with calculated fields acting as consumers.
Is this a known issue and are there any know workarounds? A workaround is to abandon calculated field and use sharepoint designer workflow.
Thank you
Christos

Hi,
According to your post, my understanding is that you had issues about connecting web parts.
I try to reproduce the issue, however, everything works well.
Create a custom list named List A, add a caculated column named A.A(Formula: =Title).
Create a custom list named List B, add a lookup column named B.A(List A: A.A).
Create a page and then insert the two list view web parts.
Edit page, select List B->Connections->Get Filtered Values From List A.
Then I can filter the List B.
I recommend to create another caculated column and get filter value form it to check whether it works.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Creating custom lookup triggers - Is it possible?

Hi,
Can we create our own custom Lookup trigger something similar to " Lookup.USR_PROCESS_TRIGGERS" ? I wanted to create a lookup for a Form (UD_*) . Or can it be done for any other proceess or table ?
Is it possible ? Any guidance would be really helpful.
Thanks
Abhishek
Edited by: AT2410 on Oct 9, 2008 2:29 AM

Do don't need a lookup for your custom form.
just create a process task with [field name] updated and assign an adapter with your desired functionality.
Take a look at the standart processes they allways have tasks like password updated / username updated....

Is it possible to have "Condition based custom project field entry in project detail page"

Hello All,
In PWA, In Project details page, when we add Displayed Project fields into the Project Information page, Is it possible that I have a custom enterprise field and based on its selection, I can choose the other field in that page.
I mean, say i have a Custom field in project page as 'Hardware' which has a lookup of say :
CD
DVD
Flash Drive
External HDD
Cloud etc.,
Then when a user selects any one of these. then the below appearing options will be based on this selection.
Say user selects cloud, then the next project field should be like Public, Private or Hybrid. Which is not same when user selects other fields.
I did not find any OOB solution for this. So can anyone please guide me how can I achieve this in PWA, so that these fields may be used as enterprise custom fields, which can be later used for Reporting purposes.
Thanks,
Shanky

Hello,
You could adopt this no code out of the box option approach:
http://psbehindthescene.blogspot.co.uk/2014/04/cascading-custom-fields.html
Or potentially look at adding JavaScript code to the page to do this programmatically - not looked at doing this but it should be possible.
Another option might be Fluent Pros Auto Complete Manager - this might offer this functionality but I have never used it:
http://www.fluentpro.com/productsautocomplete.html
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

How to handle Lookup Field in Add / Edit Forms

I have a list of properties and a photo library where each image has a 'property' column that defines which property it pertains to.
I've customized the DefaultDisplayForm and added a web part to show the images from Photo library related to the selected property. This works because I've "connections" so that filtering takes place (the property list "Provides
Row" to the Photos Web part which obtains 'Filtered Value from' the selected property
While this works fine, I am not sure how to extend this so that
1) Modify the DefaultEditForm so that user can drag / drop additional photos to the Photos List View web part, and have the lookup field be populated automatically.
2) Modify the DefaultAddForm to allow user to drag / drop photos for a new property (using drag drop) and have the lookup field be populated automatically.
3) Modify the DefaultDisplayForm to disallow the user from adding photos using drag / drop (i.e.l to force them to use the Default Edit Form to do this).
I would imagine I need to add some JavaScript snipped that sets the value of the lookup field in each photo being uploaded to the Property selected in the other webpart but I am not sure where I should do that ?
Any guidance appreciated.,

Hi,
As there is no such OOTB feature can meet your requirement, it will need some customization with the REST API and JavaScript to implement the effect of drag and drop and the
auto-populated functionality.
Here is a demo about how to use the HTML file upload control to perform the picture uploading with “drag and drop”:
http://www.html5rocks.com/en/tutorials/file/dndfiles/
Another demo about how to upload file using REST API:
http://anthony-verschraegen.blogspot.com/2013/12/sharepoint-2013-js-upload-file-to.html
SharePoint 2013 REST API:
http://msdn.microsoft.com/en-us/library/office/fp142380(v=office.15).aspx
http://msdn.microsoft.com/en-us/library/office/jj164022.aspx
Best regards
Patrick Liang
TechNet Community Support

Lookup field to connect the CRM tables With 2LIS_11_VAITM

Dear Gurus,
Greetings for the day...!!!
In CRM system I have two tables
1.CRMD_ORDERADM_H
*Object Id* is the field
and the next table is
2.SCAPPTSEG
Fields in tht table are TST_FROM
TST_TO
I have to link this two tables with datasource 2LIS_11_VAITM
I have tried to connect with a lookup field from the tables to the datasource,but I didnt find a common field.
Even I tried to connect the datasource thru some other table but I couldnt
Pls help me out in this...!!!
Points will be awarded
Regards
Lucky

This is standard behavior. Custom fields do not trigger delta.
You can try several options -
- If it is a standard SAP field coming from one of those VB* tables, try to name your custom field the same (SAP gives a warning, but you can ignore it). SAP sends the complete structures (eg VBAK, VBAP) for delta recording, and if this field is part of these structures, it may trigger the delta.
If that is not applicable, consider extending the LIS comm structure underlying this extractor and use an LIS exit to populate this field. This field will then be available in LBWE to transfer to extract structure and will trigger the delta. The appropriate exit is mentioned in Roberto Negro's weblog on extractors here on SDN (am not on system so cant give you the LIS exit name).
If that is also out of question, try what is described <a href="http://www.ko-india.com/content/weblogs/weblog_custom_fields_1.pdf">here</a>.

Extended lookup field results in HTML encoded string in list view

Hello again,
I have built an extended lookup field to provide picker support. For this I have custom field type and custom field control. Field type looks like this:
<FieldType>
<Field Name="TypeName">LookupWithPicker</Field>
<Field Name="ParentType">Lookup</Field>
<Field Name="TypeDisplayName">$Resources:FieldDescriptions, LookupWithPickerDisplayName</Field>
<Field Name="TypeShortDescription">$Resources:FieldDescriptions, LookupWithPickerTypeShortDescription</Field>
<Field Name="UserCreatable">TRUE</Field>
<Field Name="FieldTypeClass">Sharepoint.Fields.Types.LookupWithPicker, $SharePoint.Project.AssemblyFullName$</Field>
<PropertySchema>
<Fields>
<Field Name="LookupList" Type="Text" DisplayName="Lookup List Id" MaxLength="36" DisplaySize="36" Hidden="TRUE" />
<Field Name="LookupField" Type="Text" DisplayName="Lookup Field Name" MaxLength="36" DisplaySize="36" Hidden="TRUE" />
<Field Name="LookupContentType" Type="Text" DisplayName="Lookup Content Type Id" MaxLength="255" DisplaySize="255" Hidden="TRUE" />
</Fields>
</PropertySchema>
</FieldType>
public class LookupWithPicker : SPFieldLookup
#region Constructors
public LookupWithPicker(SPFieldCollection fields, string fieldName)
: base(fields, fieldName)
public LookupWithPicker(SPFieldCollection fields, string typeName, string displayName)
: base(fields, typeName, displayName)
#endregion
#region Public properties
public override BaseFieldControl FieldRenderingControl
get
LookupWithPickerFieldControl ctrl = new LookupWithPickerFieldControl(this);
ctrl.FieldName = InternalName;
return ctrl;
#endregion
At this point everything works as expected except for the list view part:
I wonder why it's HTML encoded? Do I need to provide custom XSL too? I find it a bit confusing when display form renders this field properly without any customization required.

Hi,
Can you try to put the following code under the </PropertySchema>:
<RenderPattern Name="DisplayPattern">
<Column HTMLEncode="FALSE" />
</RenderPattern>
Please remember to indicate if your question/comment has been answered or is helpful.

Lookup field in self registration form

I have added a user defined lookup field using Design View.
I added the following attribute to FormMetaData.xml:
<Attribute name="USR_UDF_LOCATION" label="global.udf.USR_UDF_LOCATION" displayComponentType="LookupField" map="USR_UDF_LOCATION" >
<ValidValues lookupCode="Lookup.Custom.Users.Location"/>
</Attribute>
The new lookup field is showing in 'Create User' and User modification forms but does not show in the Self registration form.
I added the following to FormMetaData.xml under the SelfRegistrationUserForm section:
<AttributeReference optional="false">USR_UDF_LOCATION</AttributeReference>
But, the Fiield is getting displayed as a text field and not a lookup field.
I

I read that Lookup/ Combo box field cannot be added in a self registration form. Is it true?
(Source:
Link: Adding combobox in self registration from
Link: OIM: problem with combobox in self registration form

Custom lookup

hello every body
I just begin siebel CRM ondemand and i don't know a lot about it.
I want to create custom lookup functionality to populate custom fields on an On demand page. For example Lookup a Partner Account to the Opportunity Detail Page using the custom lookup. Do anywone know how to do that ?
Maurice

thank, but i don't understand very well how is the web service working.
What i anderstand is that for using web-services to integrate with a website things i need to do:
1. must send
username = xxxx
password = xxxx
to the url = https://secure-ausomxapa.crmondemand.com/Services/Integration?command=login
2. Then i will receive a sessionID
3. Then using session id i should be using the web-service WSDL's
But how to do this. You must build a program with what ?

Custom Lookup Field

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