Defining Basic Filter
The basic filter if configured is always applied when the lookup search is performed in SFM Delivery.
To define the basic lookup filter:
1. In the Lookup Filter Configuration dialog box expand the Basic Filters section.
2. Click Add a row to add expressions as required.
 |
Function option is supported for Date and Datetime fields, with SFM literals, Today, Tomorrow, Yesterday, and Now.
|
3. Click Saveto save the lookup configuration.
Example: If you want to compare a lookup object field and a field in the current record, then use the SFM Literal SVMX.CURRENTRECORD as follows: The Product Warranty lookup field in Work Order is to be limited to Work Order's Component. The Warranty End Date should be greater than or equal to Work Order's Scheduled Date.
Basic Filter Expression to be configured
Installed Product - Equals - Value - SVMX.CURRENTRECORD.SVMXC__Component__c
End Date - Greater or Equal To - Value - SVMX.CURRENTRECORD.SVMXC__Scheduled_Date__c
Here, the SFM Literal SVMX.CURRENTRECORD is used to define the context for lookup fields in the following scenarios:
• Context is based on more than one field in the current record.
• Context is not based on exact match, but is based on some other comparison such as contains or greater than.
• Context is required to be defined based on an unsupported field type such as Checkbox, Date, or DateTime.
• Define Advanced Expression (for example, 1 OR 2) if required.
Additionally, the SVMX.CURRENTUSER literal is used for the lookup field to identify the logged-in Salesforce User using the Full Name of the User record.