Lookup Edit and Search
By double-clicking to edit a cell in a column where lookup entry is enabled, a dropdown will be displayed with candidate records to be referenced. If you wish to review detailed information about the records before selecting, click the search button [A] on top of the dropdown to display the Lookup Search dialog for more detailed information.
Lookup Search Dialog
The Lookup Search dialog displays referring records in a grid table format the same as the sheet.
Records can be queried using the search keyword [A]. The keyword is matched against each field using the matching method specified in "Lookup Editor Settings" in the column settings.
The grid table in the Lookup Search dialog displays a menu [C] in the column headers, just as in a regular sheet. Unlike the columns of the grid table in the sheet, only the following menus are available for selection.
Sort Asc / Sort Desc
Filter
Add Columns
Delete Column
Finally, check the Select Record radio button [B] for the record you wish to select and press the "Select" button in the dialog to determine the record to be referenced.
Features such as "Fixed Sort" and "Filter Groups" are currently not supported in the grid table within the Lookup Search dialog. Inline record creation/editing is also not supported.
Create Lookup Target Record
If “Allow to Create Record on Lookup Target Object” is enabled in the lookup editor settings of the column, the New Record button [A] to create record in reference object will appear at the bottom of the dropdown in the list of candidate records.
Clicking on the New Record button displays the dialog [B] to create a new record. Fill in the required fields and click the Save button to create a record and associate it as a lookup target at the same time.
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