Reference Fields

A reference field contains an Id value that points to a unique record on another object. A reference field may be a field with the lookup or master-detail relationship.

Online Record Search

A mobile user can specify a value for the lookup or master-detail relationship field by searching or creating a record. Search is carried out in the fields that are listed on the Search Results search layout. To find a record:

  • Enter a text in the Search box to find a downloaded record. In the search results, tap a record you want to specify in the reference field.

  • Tap the list view name to select another list view.

  • Tap the Plus button to create and add a new record to the reference field by using a mini layout.

  • Tap the Clear button to clear the value from the reference field. If a reference field is empty, the Clear button is not displayed.

Reference Field Kotlin

Lookup Filters

Lookup filters restrict the valid values and lookup dialog results for the reference field. To create a lookup filter, refer to Salesforce Help.

Lookup filter can be required or optional:

  • Required filter Only the records that match the lookup filter criteria are available when a user fills out the reference field.

  • Optional filter All object records are available when a user fills out the reference field. Records that do not match the lookup filter criteria are highlighted in red color.

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