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Creating UD User Defined Lookups

UD User Defined Lookups customize F4 lookups—extra columns, filters, or entirely new lookup lists.

Before you start​

  • Find an existing lookup close to what you need (easier than starting from scratch).
  • Know the view/table and filter logic (company, vendor group, and so on).

Steps​

  1. Open UD User Defined Lookups.
  2. Identify the current lookup on the field (or a similar one) and copy it to a custom lookup.
  3. Adjust the SQL—typically FROM, WHERE, joins, and GROUP BY.
  4. Point FROM at the correct view; use ? placeholders in WHERE for context-driven filters.
  5. On Details, choose display columns (F4 to pick available columns).
  6. Save.

Notes​

  • Bad SQL breaks the lookup—test after changes.
  • Prefer copying a working lookup over inventing one from zero.