Add a new field to item lookup.

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Use Case: you have a smart number for an Item and the Item number is an autonumber.  Most technicians know the item by the smart number.  Is there an easier way to find the item rather than going to the Item Master, searching and returning with value?

Solution: Yes, additional fields can be added to the look-up.  A user only needs to click Select Value from the Detail Menu button and then the lookup dialog can be filtered and selected based on smart number.  See the screenshots below.

Smart # is a field that you previously added on the Item Master.

First we need to go to Application Designer, Within Application Designer, look up the name of the Lookup on the field by right clicking on the field then selecting Properties.

While still in Application Designer, export the lookups.xml by clicking Select Action > Export System XML then clicking the export button to the right of LOOKUPS

The LOOKUPS.xml may open in a browser window.  Save that browser window.  The method to do this will depend on the browser

Navigate to your desktop (or wherever you saved the LOOKUPS.XML file) and open the LOOKUPS.XML file by right clicking and select Open With then Wordpad (other programs could also be used such as NotePad or XML Editor)

Find the Item lookup (or whatever lookup is associated with the field you referenced in step 1).   The table id will be the same as the lookup referenced on 
the field properties.  In my example below table id =“Item” and the lookup was Item.  You can choose to modify the OOTB lookup to add additional columns or you can make a copy of this lookup and change the unique IDs. E.G. find and replace item with lmr_item through the lookup then make the changes.  This will preserve the OOTB lookup.  If you change the OOTB lookup, the change will be reflected on every OOTB field that references the lookup.  If you create a new lookup, you can change the lookup reference with the field from step 1 and other fields referencing the OOTB lookup will not be affected. When adding a new column, make sure the id is unique.  Below I inserted the Smart # after Item # and I adjusted the id’s for all the following columns so they are all unique. 

Save the changes made within the LOOKUPS.XML.  Make sure the file extension is still .xml.  Within Application click the Import XML button from the toolbar. import the LOOKUPS.XML that we just modified. 

Now to test the changes we can go to the Work Order application and on the Plans tab click new row for planned material. From the details menu next to Item click on select value.

In the look up you will see the new search field we added Smart# 

Now you can search on the smart number.