Using Relational Field Value Lookup

Two selection-type fields, Single Relational and Multi-Relational, may provide an advanced searching mechanism that enables you to find values for these fields. If enabled, an additional search icon next to field. Depending on settings made by your administrator, Relational Field Value Lookup may be available on Submit, Transition, and Update forms, on the Lookup form of the Advanced Lookup Tool, on query-at-runtime forms for reports, and in the Field Specification area of reports using basic conditions.

The following information applies to the Relational Field Value Lookup:

The Relational Field Value Lookup form operates similarly to the Advanced Lookup Tool. For details about using wildcard characters in both the form and the Advanced Lookup Tool, refer to Advanced Lookup and Relational Field Value Lookup Wildcard Searches.
When you use the Relational Field Value Lookup as part of the Advanced Lookup Tool, on query-at-runtime forms for reports, or the Field Specification area of reports using basic conditions, you can select multiple values for the Field Values list. When you use the Relational Field Value Lookup on a Submit, Transition, or Update form, you can select a single value or multiple values, depending on the type of field for which you are searching for values.
When you use the Value Find within the Relational Field Value Lookup, you can search repeatedly to select multiple values for selection-type fields. For example, you can type one value, such as Bug Report, and then click the search icon. Then, type a second value, such as Change Request, and then click the search icon. Both values, if available, are selected for the field.
If you hover over a relational field with Value Find enabled, the fields searched and the order in which they are searched appears. Your administrator determines which fields are searched and the order that fields are searched. For example, for the Contact field, the hover text may show that the Last Name field is searched first, the First Name field is searched second and the Middle Name field is searched last. This feature is not available in the Field Specification area of reports using basic conditions.
Active/Inactive Items – The Advanced Lookup Defaults option in your user profile specifies if items that you are searching for are active or inactive in the system. If your administrator sets the Active/Inactive field to appear on the Relational Field Value Lookup form, the option selected in your user profile is also selected by default for the field. At the time of the lookup, you can change the default selection. If you select All in your user profile and the Active/Inactive field appears in the Relational Field Value Lookup form, the field is empty but returns both active and inactive items.

Tip: The Value Find may be a quicker alternative to the Relational Field Value Lookup feature. For details, refer to Using the Value Find.

To use the Relational Field Value Lookup feature:

Click the relational search icon to open the Relational Field Value Lookup form. The top half of the form contains fields within the Relational field table that are designated by your administrator for value searching. For example, the Relational Field Value Lookup form for the Contact field might contain the First Name, Last Name, Phone Number, and Company fields for the Contacts table.
Provide search criteria in fields as needed, and then click Lookup. To clear search criteria from the form, click Clear.
The results of your search appear in the bottom half of the form. Select a value or values you want to populate the field with, and then click the Down arrow to move the results to the Field Values list.
Click OK to populate the Single Relational or Multi-Relational field with selected values.