Mashmatrix Sheet
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  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
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  1. Functions about Editing Data

Lookup Search

PreviousDelete RecordsNextFunctions about Actions

Last updated 3 years ago

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.

Columns of the grid table in the Lookup Search dialog display the fields configured in "Lookup Name Field" and "Additional Display Field" in the Lookup Editor Setting. In addition, fields added or deleted by "Add Columns" or "Delete Column" in the Lookup Search dialog are automatically reflected in "Additional Display Field" in the Lookup Editor Setting.

The "Lookup Search Condition" specified in the Lookup Editor setting for a column is always applied to the query in the Lookup Search dialog. Filters applied within the dialog only act as additional query conditions and do not remove the lookup search conditions that have already been set.