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This feature enables filtering of lookup fields in the Add/Edit lightning modals modals in lightning components and Download/Upload Templates using CMDT filters. It introduces . This is done by specifying the lookup filter criteria in a new Custom Metadata Type (CMDT) named xx_Lookup_Filter_Label_Mapping_mdt, designed to streamline the lookup process with specific conditions.

CMDT Structure

The CMDT includes the following fields:

  • Source Component (Picklist): xx_Source_Component__c

  • Child Object (Text): xx_Child_Object__c

  • Parent Object (Text): xx_Parent_Object__c

  • Lookup Field on the Child Object (Text): xx_Related_Lookup__c

  • Filter Condition (Text): xx_Filter_Condition__c

  • Label Field API Name (Text): xx_Child_Label_Name__c

  • IsActive (Boolean): xx__isActive__c

Info

In Label Field API Name (Text) → : xx_Child_Label_Name__c, please enter the API name with using a supported data type.

Supported Data Types include:

  1. Email

  2. Phone

  3. Picklist

  4. Text

  5. Text Area

  6. URL

  7. Lookup

Note

If there are no records with a value in the field specified by the Label Field API Name → (: xx_Child_Label_Name__c), those records won’t appear in the results. Only records with a value in the field defined by the Label Field API Name will be displayed.

...

Data Type

Operator Label

Operator Value

Phone

EQUALS

=

NOTEQUALS

!=

CONTAINS

LIKE

NOTCONTAINS

NOT LIKE

Text Picklist

EQUALS

=

NOTEQUALS

!=

CONTAINS

LIKE

NOTCONTAINS

NOT LIKE

Date, Number, Currency, Percent

EQUALS

=

NOTEQUALS

!=

LESSTHAN

<

GREATERTHAN

>

LESSTHANEQUAL

<=

GREATERTHANEQUAL

>=

...

  • Phone Data Type: Values must be passed in an unformatted way (e.g.,1234567891), but will be displayed as formatted (123) 456-7891.

  • Date Data Type:Values must follow the YYYY-MM-DD format.

  • Currency and Number Fields: If no value is provided during add/edit operations, the system defaults to 0 for comparisons.

  • Date Fields: If no value is entered, the system treats it as null during comparisons.

  • When using the Download/Upload template, only fields from the host object can be used as reference fields in filter criteria. e.g. When downloading Activities from the Implementation Plan record page, only fields from the host object ( Implementation Plan ) can be used for filtering.

The last limitation applies to other download scenarios, Activities and Implementation plan have only been used for representational purposes.

  • as reference fields.

Usage Scenarios

Info

When working with standard objects, we use the object’s API name followed by .Id for comparisons, although other field APIs can also be used if necessary.

  • Standard Lookup Field Traversal: Remove the "Id" from the lookup field API name (e.g., CreatedById becomes CreatedBy.Name).

  • Custom Lookup Field Traversal: Replace __c with __r (e.g., ampi__Project__c becomes ampi__Project__r.Name).

Dynamic Search Filter (DSF) Component

The DSF supports only the Label Field API Name (xx_Child_Label_Name__c) for filtering. Only records with values in this field will appear in the lookup dropdown.

...

Label

Purpose

Parent Activity on IP DL Excel

Activities from the same Implementation Plan should display are displayed in the LWC lookups lookup dropdowns and the reference tab in the downloaded template

PI on Add Activity Modal

Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template

PI on Edit Activity Modal

Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template

PI on IP DL Excel

Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template

FO on Add Activity Modal

Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template

FO on Edit Activity Modal

Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template

FO on IP DL Excel

Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template

Activity on Financial Plan DL Excel

Activities from the same Project should display in the planning template

Activity on Financial Report DL Excel

Activities from the same Project should display in the reporting template

Budget on Financial Report DL Excel

Budgets from the same Project should display in the reporting template

...