Notes when specifying the lookup field in the record filtering condition
There are a few things to keep in mind when specifying lookup fields in your record refinement criteria.
- equal:
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The value of the field specified by "Key field" of the lookup field is compared.
- not equal:
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The value of the field specified by "Key field" of the lookup field is compared.
- like:
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The value of the field specified by "Key field" of the lookup field is compared.
- not like:
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The value of the field specified by "Key field" of the lookup field is compared.
- matches id:
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The record ID of the record copied from the "Data Source App" in the lookup field is compared.
- not matches id:
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The record ID of the record copied from the "Data Source App" in the lookup field is compared.
When narrowing down by fields such as the Fetch Criteria section of the lookup field settings, the fields that can specify the lookup field on the right are limited to number and id fields, and lookup fields that have the same reference source.