Defining Lookup Context
1. Select the lookup field in the page layout.
2. In the Properties Pane on the right, select the required field in the page layout as the 'Context'. For example, this can be 'Account' field for a Contact lookup field. The Context field is not limited to lookup fields.
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Context field can only be a text type or lookup field. Other field types such as check box, date, datetime, and so on are not supported. One way to workaround that is to use basic filter with SVMX.CURRENTRECORD literal. For more details, see section 'Defining a Basic Filter' above.
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3. Select the appropriate field from the lookup object as the 'Matching Field', to match the context field value with. For the example above, the matching field will be 'Account Id' field. The following screenshot displays the Lookup Context configuration - Header section field.
4. If you are defining the lookup context for a field in a child section, additionally select the 'Context Source' to be either the header or the child section. For example, for a field in Work Detail - Parts child section, the context source can be the Work Order - header section. The following screenshot displays the Lookup Context configuration - Child section field.
