Lookup Fields

Introduction

Lookup Fields in TeamTracks are designed to pull values from one track into another based on a matching value—just like the VLOOKUP function in Microsoft Excel.

For instance, imagine you have a inventory track that maintains product prices. With a Lookup Field, you can automatically fetch the price of a product into another track—such as a sales or order track—just by referencing the product type. This ensures that whenever the price is updated in the source track, the corresponding value in the destination track stays current without manual intervention. This ensures that whenever the price is updated in the source track, the corresponding value in the destination track stays current without manual intervention.

Create a Lookup Field

To create a lookup field:

Switch to Admin Interface.
Open the desired Track and it defaults to Fields page.
Click "Create New" to create a new field, or click "Clone" to duplicate an existing one and modify it as needed.

Display Name	Description
Name	Mandatory. Name of the field. This name is used to identify the text field throughout TeamTracks in field groups, views, reports, etc. This must be a unique value for the given Track Type.
Description	Optional. This is to provide a description of the field to administrators. This is displayed in the list of custom fields for a Track Type.
Help Text	Optional. A help tip regarding the field. You can write instructions to the user as to the type of data to be entered into the field. An ? will be displayed beside the field on views where the field is displayed. Hover over the ? to see the help tip.
Allow Global Search	Allows the user to search on this field.
Display Text as Hyperlink	When enabled, users are allowed to click on the lookup value and navigate to the referenced object. For example, if a field references another object in another track (unique value), clicking the hyperlink opens the referenced object's display view in a new tab. When enabled, two additional settings will appear: Hyperlink Track: Specifies the track to link. Hyperlink Field: Identifies the unique text field used for linking. *Hyperlink Behavior:* Hyperlinks are displayed in Reports, Display Views, and List Views. Hyperlinks support cross-track navigation. If the user lacks permissions to view the target object, an error page is shown.

Display Name	Description
Lookup Options - Track	This is the Track from which we need to get the value for the current lookup field. This is also called the "source" Track. From our example, this is Product Master Table.
Lookup Options - Lookup Field	This is the field in the source Track Type that we wish to retrieve value from. From our example, this is Price.
Lookup Options - Search By Field	This is the field in the source Track Type which will be searched upon - like a key value for the search. From our example, this is Product Type.
Lookup Options - Search by Value	This is the field in the destination Track Type whose "value" will be used to search in the source track type to match on the Search by Field field. From our example, this is Item Sold (Product Sold).

The logic of the lookup field is, If the value of 'Search by Value' matches the value of 'Search by Field' in the source Track Type, then, get that value from the source Track and store the value in the 'Lookup Field'.