Lookup filters tab in dynamic lookups

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

There is a tab called "Lookup Filters" when dynamic query lookups are created. How do you create filters here?

A sample screenshot of the relevant tab is provided below.

Environment

Latest version tested against: 15.9.2

Resolution

Fields become available for lookup mapping under the "Lookup Filters" tab when "Field Element Type" is chosen as "Pull-down" in the "Content" section of the "Browse Window" tab.

The resultant effect of this configuration would be as below. Notice that "ooc" is a pull-down field instead of a normal string field.

Additional Information

When browsing for results, if filtering capabilities are required, please ensure to include the @FILTER@ clause

Using the query below you will not be able to filter results when browsing:

select * from inv_investments

But if you add the @FILTER@ clause, filtering capabilities will be available:

select * from inv_investments
where is_active = 1
and @filter@

See also: Lookups master KB for Clarity