1. Home
  2. Fields
  3. Create Lookup Field

Create Lookup Field

The lookup field allows you to establish relationship between different objects. For example, the lookup between a child object Contact and a parent object Company.

When creating a contact you have to fill in the company field. Instead of writing the company name you can create a lookup relationship between contact and company. So you have a field called “Company” in the Contact Object, which lets you choose the correct company.

To create a Lookup field:

Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Object tab, and click on Details Contact.Create a New field, select Lookup Relationship.Enter the Label of the field : Company.Select an object from the Related to drop-down. In this case, the Company.Enter the Relationship Name (Ex: Lead)

– To set this field as “Required”, select the “Required” check box

– If the record value is deleted, you can choose to “Clear the field value” : Therefore, when a parent entity is deleted in Cirrus Shield, its child entities are deleted as well.

– But you may also choose that the lookup record cannot be deleted if it has children records related to it.


Return to the Admin Guide

Was this article helpful to you? Yes No

How can we help?