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This feature enables filtering of lookup fields in the Add/Edit lightning modals and Download/Upload Templates using CMDT filters. It introduces Lookup Filter Label Mappings allow organizations to specify the lookup filters and alternate fields to be displayed in lookup dropdowns on lightning components or related downloaded templates. 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:

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Source Component (Picklist): xx_Source_Component__c

...

.

Here are the LWCs and the their related offline templates where this is relevant:

manageIndicators
manageLogFrames
activities
Financials Excel Upload
Financials Excel Download

Configure lookup filter criterias:

To add a new record for customization, navigate to “Setup” in the Quick Find box and enter “Custom Metadata Types”.
Click on “Manage Records” to the left of the ampi__xx_Lookup_Filter_Label_Mapping__mdt CMDT.
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Populate the new record as follows:
1. Label - Specify the label for this record to help identify what this record does e.g. Parent Activity on Add Activity Modal
2. Source Component (Picklist) - Choose the component you want to apply the Label/ Filter to. It determines the component on which this custom metadata record works. e.g. Activity Add Popup
3. Child Object Name: The API name of the object on which the lookup field exists, e.g. ampi__Activity__c
4. Parent Object

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1. Name: The API name of the parent object in the lookup relationship, e.g. ampi__Activity__c.
2. Lookup Field

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Filter Condition (Text): xx_Filter_Condition__c

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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 a supported data type.

Supported Data Types include:

Email
Phone
Picklist
Text
Text Area
URL
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.

Filter Condition Format

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1. Name: The API name of the lookup field, e.g. ampi__Parent_Activity__c.
2. Label Field on the Parent Object: The API name of the field to be displayed in the lookup dropdown, e.g. ampi__Label_Translated__c.
3. Filter Condition: Define the filter criteria that should be used to show filtered values in the lookup dropdown (or the relevant column in the downloaded template).
  Accepted filter operators are as follows:

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	`>=`

The following types of filter conditions are supported:

Operator(Parent_Field_API, VALUE(Constant Value))
Operator(Parent_Field_API, FIELD(Child_Field_API))

...

In the Add and Edit pop up modals, when using the operators LESSTHAN, GREATERTHAN, LESSTHANEQUAL, or GREATERTHANEQUAL with a Field-type filter, the field must be included in the modal and must contain a value. In the case of Value-type filter it works fine, irrespective.

The Filter Condition field follows a specific formatting. Supported condition types include:

Complex Conditions:

AND Condition: AND(Condition1;Condition2)
Example: AND(EQUALS(

...

Type, FIELD(Account.Type)); EQUALS(

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Status, FIELD(Account.

...

Status)))
The dropdown will only show those Accounts whose value matches with both the child Account Type and Status.

OR Condition: OR(Condition1;Condition2)
Example: OR(EQUALS(

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Type, FIELD(Account.Type)); EQUALS(

...

Status, FIELD(Account.

...

Status)))
The dropdown will only show those Accounts whose value matches with either the child Account Type or Status.

Info
Conditions should be separated by a semicolon (;).

Simple Condition: Neither AND nor OR.
Example: EQUALS(

...

Supported Data Types and Operators

The following data types and their corresponding operators are supported for CMDT filters:

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Data Type

...

Operator Label

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Operator Value

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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

...

>=

...

Name, VALUE(Acc1))

The dropdown will only show those Accounts whose name is “Acc1”

...

Click ‘Save’.

Info

In Label Field on the Parent Object: xx_Child_Label_Name__c, please enter the API name using a supported data type. Supported Data Types include:

Email
Phone
Picklist
Text
Text Area
URL
Lookup

Note
If there are no records with a value in the field specified by the Label Field on the Parent Object, 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.

Filter Validation and Limitations

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.

Usage Scenarios

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as reference fields.
When working with standard objects, we can directly use the object’s API name in the filter condition followed by .

...

[FieldName] for

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Standard Lookup Field Traversal: Remove the "Id" from the lookup field API name (performing comparisons.
- e.g
., CreatedById becomes CreatedBy.Name).Custom Lookup Field Traversal: Replace
. Enter Account.Type or Account.ID as part of the filter condition to compare Account Type or Account ID.
When working with custom objects, we replace __c with __r ( followed by .[FieldName] for performing comparisons.
- e.g.
, ampi__Project__c becomes ampi__Project__r.Name).

Dynamic Search Filter (DSF)

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.

User Permissions

Editable Fields: Users can edit only the IsActive field and the Filter Condition.
Non-editable Fields: Remaining fields cannot be modified by the user.

- Enter CustomObject_r.Name as part of the filter condition to compare the Custom Object’s Name.
When the Source Component is set to "Filters," the lookup dropdown will show relevant fields as labels, but users won't be able to filter the options.
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Lookup Filter Label Mappings available on Amp Impact out of the Box:

should display lookups

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 are displayed in the LWC lookups lookup dropdown and the reference tab in the downloaded template
PI on Edit Activity Modal	Project Indicators from the same Project should display are displayed in the LWC lookups lookup dropdown and the reference tab in the downloaded template
PI on IP DL Excel	Project Indicators from the same Project should display are displayed in the LWC lookups lookup dropdown and the reference tab in the downloaded template
FO on Add Activity Modal	Framework Objectives from the same Project should display are displayed in the LWC lookups lookup dropdown and the reference tab in downloaded template
FO on Edit Activity Modal	Framework Objectives from the same Project	are displayed in the LWC	lookup dropdown and the reference tab in downloaded template
FO on IP DL Excel	Framework Objectives from the same Project should display are displayed in the LWC lookups lookup dropdown and the reference tab in downloaded template
Activity on Financial Plan DL Excel	Activities from the same Project should display are displayed in the planning Budget Planning template
Activity on Financial Report DL Excel	Activities from the same Project should display are displayed in the reporting Budget Reporting template
Budget on Financial Report DL Excel	Budgets from the same Project should display are displayed in the reporting Budget Reporting template

...

Info
Users can edit only the `IsActive` field and the `Filter Condition` for these records, they cannot modify the remaining fields.

When would you see an error:

Invalid Filter: An error is raised if the filter conditions are incorrect.
API Errors: Errors occur if any API referenced in the filter is unavailable.
Field Access Issues: If there is no access to a specified field in the filter, it will trigger an error.
LWC Components: If one filter fails, the default values will display, ignoring all other valid filters.
Download/Upload: If one filter fails, the remaining valid filters are still applied to their respective lookups.

Versions Compared

Old Version 5

New Version Current

Key

CMDT Structure

Configure lookup filter criterias:

Filter Validation and Limitations

Usage Scenarios

Dynamic Search Filter (DSF)

User Permissions

When would you see an error: