Configuring Advanced Lookup

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Configuring Advanced Lookup

Open Advanced Lookup Column App and click on ‘Configure Column’ to set up a new lookup.

Configure column in advanced loookup

 

Choose the list having the Lookup column that you want to configure as an Advanced Lookup column. Select that Lookup column.

advanced lookup form

General Settings

Enable search: when checked, a search icon will be visible next to Lookup dropdown on the item.

Enable new entry: when checked, allows new entries to be created from the item.

Column Mappings

Enable column mapping: when checked, allows columns to be mapped from the lookup item to the current item

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Add Column Mappings:

Column mapping in advanced lookup

 

Overwrite existing column values:

Check this option to overwrite values in columns with the values from lookup list item even if there is already a value entered in those columns

Overwrite existing settings in advanced lookup

 

Reverting to Regular Lookup Column

Revert existing Advanced Lookup Column to normal Lookup Column as shown below

Reverting to normal

Choose ‘OK’ to Revert Advanced Lookup Column back to normal Lookup Column

Revert message

 

Update configured columns

Edit existing Advanced Lookup Columns as shown below

Update existing settings

In Edit Mode, List and Lookup column cannot be changed -- only General Settings and Column Mappings can be modified.
Note: To modify ‘List’ and ‘Lookup’ column revert Advanced Lookup column back to Normal Lookup column and configure a new Advanced Lookup Column

edit mode of advanced lookup