After reading this section, you will learn how to use Youreka’s Smart Lookup functionality. You will also understand what situations call for the use of cascading, dependent picklists that are enabled through Smart Lookups.
Before you get started
These articles might be helpful before you read further:
Especially when dealing with a lookup that has hundreds or thousands of choices, you can choose to guide your form users through that selection using progressively more selective picklists that allow you to get your lookup to a shorter, more manageable list of possibilities. For example, if a user needs to select an automobile, they could have a picklist of car manufacturers/makes, which leads to a picklist of vehicle models, which leads to a picklist for trim options. For example selecting Ford as the manufacturer/make would display model options of F-150, Ranger, and Explorer while selecting Honda as the make would display model options of Pilot, Accord, and Civic. Youreka’s Smart Lookup functionality allows the template builder to define up to 5 levels of cascading, dependent picklists to guide users through their available options, with each selection driving the available values in the next picklist.
Enabling Smart Lookups
To continue with the example of selecting a vehicle, we'll assume you've got an object built out called Auto Options, with the following fields:
And we'll assume that your data looks something like this:
We've set the Auto Options Name to be a summary of all the supporting fields.
Youreka’s Smart Lookups use field sets to drive the order how the dependent picklists are displayed. Our next step is to define the dependent picklist priority order. In the image below, you’ll see that we have determined that our user will pick Make first, followed by Model, Trim, and Auto Options Name. Technically, Auto Options Name isn’t necessary in this situation, but it might be useful for the user to view the final selection. You might want to use the object’s name field in cases where each combination of values is not necessarily unique after the cascading picklists have been selected. In our case, each combination is unique but we want the user to see the end value before they make their selection.
Because this is a Smart Lookup, we want to add a lookup to the Auto Options object, on our Notifications object. Now we are ready to add the Smart Lookup to our Form Template. In this case, we will be working within the Linked Section created for Notifications. In Template Builder Add a Field Link question to the Linked Section. In the image below, you can see that we have selected the lookup field called Auto Options from the Notification object. Next, we select the Use Smart Lookup checkbox. This creates a default Lookup Type of “Search” and we see the Field Set that we created earlier on the Auto Options object – youreka_smart_lookup_choices.
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