How to create a lookup field?

How to create a lookup field?

You can create Lookup Field by following the steps given below. Please note that lookup fields cannot be created for Tasks and Events.

  1. Log in to CRM with Administrator privileges.
  2. Click Setup > Customization > Fields.
  3. Select the Module from the drop-down list.
  4. In the Field List page, click New Custom Field.
  5. In the [Module] Custom Field List page, do the following:
    • Select the field type as Lookup.
    • Under the Provide Field Details section, specify name of the Lookup field, select the linking module and add the related list view name.
  6. Click Save.

    • Related Articles

    • How to create auto number field?

      You can create an auto number field by following the steps given below: Log in to CRM with Administrator privileges. Click Setup > Customization > Fields. Select the Module from the drop-down list. In the [Module] Fields page, click New Custom Field. ...

    • How can I create a Formula number field with the 'If, Else' statement?

      Currently, there is no option to create a Formula number field with the 'If, Else' statement. You can only create a formula field with the IF condition. However, you can achieve the If, Else statement using the If condition. For example, you want to ...

    • Create Solutions

      In CRM, you can create solutions by: Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources. Importing solutions from external source: You can gather data through various ...

    • Create Records

      You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules. To create records Go to the module. Tap Add icon. Specify the details and tap Save. Delete Records Occasionally, you ...

    • Create Leads

      In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...