Lookup Configuration
This article covers a business use case related to lookup configuration.
Use Case
Define a Lookup Search to return products with stock at the specified location.
To define a Lookup Search:
1. Create a text type formula field named "Tech's Location" in Work Order with the formula ' SVMXC__Group_Member__r.SVMXC__Inventory_Location__c'. Add this to the SFM Transaction page layout in the Work Order section.
2. Create a lookup field named "Product Stock" in the Work Detail Object.
3. Define Lookup Context for the Product Stock lookup field in Work Detail as follows:
◦ Context Source: Work Order
◦ Context: Tech's Location
◦ Matching Field: Location
 | The formula field displays the SFID. |