Data displayed on the Record Lookup page can be customized, using Configurable Joins Record Lookup. Default, personal and shared views can all be created using this tool. You can modify Record Lookup views to show custom exports and use default filters and sorts. Shared Lookup views are managed and created on the Record Lookup page of your database.

This functionality enables access to data using Configurable Joins and eliminates the need for custom local Lookup exports.

Enabling Configurable Joins Record Lookup in the Database

If you don’t already have it enabled, you can preview this feature before activating it in your database. On the Records page, click Preview CJ Lookup to give it a try:

Configurable Joins Record Lookup is available in both test and production environments as an Early Access feature. You may already have the feature enabled if you recently provisioned a Slate database.

If not, to enable it:

1. From the main navigation, select Database.

2. From the Configurations section, select Configuration Keys.

3. From the Database Configuration section, select Early Access Features.

4. Select Configurable Joins Record Lookup, then click Save.
   

📝 Note

As with all configuration changes, the effect may take up to 15 minutes to be reflected across all web nodes.

Configurable Joins Record Lookup is enabled when the Searcher icon appears on the Search Database page under Records:

Customizing the Records Page

To create a custom Lookup view:

1. Select the record type from the main navigation.

2. If no Lookup exports currently exist, select Edit Shared Views:

   

3. If Lookup exports exist, select the Searcher icon:

   

   Existing views, including the Default view, will appear and can be modified in the popup. Changing exports, filters, or sorts on a default view and clicking Update will only change the view temporarily and for the user who made those changes. See the steps under Copying and Saving Views to save the view for future uses.

   

4. To create a default view accessible to other users, navigate to Edit Shared Views and click Create View. You can indicate if the view should be the default view for this base for other users. You can also indicate which permissions give users access to this view.
   

5. Click Save.

Shared views will be accessible in Searcher within Record Lookup. Any saved view can be pinned so that they are easily usable from Record Lookup.

Note: Default Lookup views will need to be established for all custom Datasets.

Copying and Saving Views

You can create multiple custom personal views and switch between them, depending on what you're currently searching for. When you've made modifications to the default view:

1. Click the Copy icon.
   

2. Name and save your view.
   

3. Your custom view is available to use.

   If you make changes to your custom view, you'll see "(modified)" next to the name.
   

4. Click the Save icon to save your changes.

   You can also delete your custom view (using the Delete, X, icon).
   

New Record Form

You can choose a form to appear when the New Record button is used. This allows you to customize what fields staff use to create new records, and it also allows you to generate Origin Sources for records created via this button.

To choose a custom new record form:

1. From the main navigation, select Records.

2. At the top right, click the Searcher icon.
   

3. In the popup, click the Edit Shared Views link.
   

4. On the Shared Views page, click Edit Lookup.
   

5. In the popup, select the form you'd like to use as the new record form. Click Save. The New Record button will now direct users to the indicated form as long as someone clicks New Record from the CJ Lookup screen.

Permissions

There are dedicated permissions for each Record Lookup base. If your database had existing Lookup permissions, these have been migrated to these new permissions:

Shared Views

You can also share views with other users with the Shared Views feature. These will appear in the Library section of the view dropdown.