Looking up a record

The lookup view is set as the lookup field’s default view (Note: a non-lookup view can also be assigned.)

The values displayed in Figure 2 e.g. 17/12/2021 are displayed because they are defined in the lookup view (Figure 4).

If another column in the lookup view also contained the value ‘rfa’ e.g. rfa@email.com, that value would be displayed on the second line (…rather than Test1, Test2…)

If RFA00001191 is selected, the record’s name is displayed (Figure 3). In this case, the name has been assigned the value RFA00001191. Note that if this was a lookup to Case, the ‘Case Reference’ column would be displayed.

The lookup view