Lookup Data Type
Organizations deal with a large number of entities such as users, customers, items and projects. There’ll be cases when you might want to compare and track any two entities.
Let’s say you want to measure the efficiency of users in your organization by choosing to track the number of customers each user adds. To do this, you would need to link the users and customers module. This linking is made possible by a datatype called the Lookup in Zoho Invoice.
To understand this better, let’s look at a scenario where the Lookup datatype can come into play.
Scenario: Patricia wants to keep track of all the sales transactions a user creates on a regular basis. She creates a custom field in the sales module with Lookup data type and selects the module as Users. After this, whenever she creates a transaction for that module, she can assign it to a specific user. By the end of the week when Patricia wants to check the number of transactions created by different users, she goes to the Users and Roles module and tracks them under the users’ Related List.
You can add custom fields with the Lookup data type for different modules in their Preferences section (Settings > Preferences > Field Customization).
Let us see how we can implement the above scenario and create a custom fileld with lookup data type in a module.
- Go to Settings > Preferences.
- Select the module for which you want to add a lookup field (in this case, the Sales module).
- Select the Field Customization tab on top of the page.
- Click the + New Custom Field button in the top right corner of the page.
- Fill in the following fields.
|The field name which will appear in the module.
|The data type should be Lookup.
|A brief description on what the custom field is used for.
|The module in which you want to track the records (in this case, Users).
|Related List Name
|The name of the list which will appear in the looked-up modules (In Scenario 1, the related list will appear in the Users and Roles module).
- Click Save.
The Related List with the lookup details will be available in the corresponding modules such as Items, Projects, Customers, and Users (in this case, the Users). To access the related list:
- Go to any one of the above modules in which you have set up the lookup field (in this case, Users and Roles).
- Select the Related List tab from the Details page (select a user and then click Related List).
All the related entries can be accessed from this page.
Insight: In the above scenario, the lookup field is created for a Sales module and assigned to the module Users. The Related List will be tracked and available in the Users and Roles module.