Recently, after attempting to build a canvass app connected
to CDS I ran into a whole host off issues when it came to lookups. Well, it
seems as if there is a solution now. I don’t know if this is new functionality
of I’ve somehow always missed this… but hopefully this will help some of you
out when Building CDS connected Canvass Apps.
The scenario here is that I manage a bunch of vehicles,
contacts and policies in CDS. The important thing to remember here is that
there are lookups on pretty much each of the entities referring to the related
entities. The ERD (in a very basic format) looks like this:
The issue I was having on my Canvass app was that when I
wanted to create a new inspection, I wasn’t able to select the vehicle record.
There were a few issues; In most cases I just got the vehicle record GUID and
in some cases the lookup field just came up as blank (not sure why).
The below screen shows a “Form Screen” that is connected to
the inspection entity in the CDS.
To get the lookup working, simply select the field within
the form to highlight the associated properties.
Select the actual associated data card within the field to
show the properties.
You will see the option to select fields within the
associated entity. These fields will be the ones that are then made available
to the user when interacting with the lookup.
Finally, enjoy your newly configured Lookup field J
