Multi Entity Lookup Field
Updated
The Multi-Entity Lookup Field in Entity Studio enables you to reference records from multiple entities within a single field. Unlike the standard Lookup Field, which links to only one entity, this field type allows dynamic associations across several entities — improving flexibility and data management.
Use Cases
The Multi-Entity Lookup Field is ideal for scenarios where you need to:
Create Relationships Across Multiple Entities: For example, associating a Task entity with both Orders and Customers.
Simplify Complex Entity Relationships: Reducing the need for multiple individual lookup fields by consolidating them into one.
Enable Cross-Entity Reporting and Filtering: When records from various entities need to be referenced in reports or filtered dynamically.
Provide Flexibility in Entity Associations: For workflows where relationships between entities vary based on use cases.
Using the Multi-Entity Lookup Field makes it easier to manage and navigate relationships between entities without adding redundant fields.
Configuring Multi-Entity Lookup Field
Follow these steps to configure the Multi-Entity Lookup Field:
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
On the left navigation pane, click Fields and Relationships.
Click the Create Field page in the top right corner of the Record Manager. The Create Field Page appears.
Select Multi Entity Lookup from the Field Type drop-down.
The following are the fields that needs to be filled in the Create Field page.
Fields | Description |
Field Type | Choose Multi-Entity Lookup Field from the dropdown. This allows referencing records from more than one entity. |
Name | Provide a suitable field name (e.g., “Linked Records”, “Associated Entities”). |
API Reference ID | A unique identifier used by the system for referencing the field via API. For example: linked_records. |
Help Text | Add a tooltip or hint that guides the user (e.g., “Select one or more related records from various entities”). |
Entities | Choose multiple entities that you want to reference from this field (e.g., “Customer” and “Order”). |
Placeholder | Text displayed in the empty field to guide input (e.g., “Select a record from multiple entities”). |
When Lookup Record is Deleted | Define how the system should react if referenced records are deleted:
|
Entity Filter (Optional) | Enable filtering of referenced records by toggling Entity Filter and setting specific criteria (e.g., Customers from “West Region” or Orders with “Open” status). |
Detailed Lookup | |
Allow Multi-Selection | Enable this to allow users to select multiple records across entities in one field. |
Mandatory Field | Makes this field required for record creation. |
Enable Sorting | Enables sorting records based on values in this field. |
Enable Searching | Allows searching across entity records in the search bar based on this field value. |
Do not allow Duplicate Values | Prevents selection of the same record more than once. |
Enable Cloning | Allows the field value to be copied when a record is cloned. This is useful in scenarios where new records are often created based on existing ones, such as tickets, orders, or configurations. |
Click on the Save icon in the bottom right corner once you input the field details.
What Happens When You Click the Multi-Entity Lookup Field in the Form or Record Manager?
Name Field Populated in Referenced Entities:
If the referenced entities have the Name field populated, the dropdown will display the Name field values for all referenced entities. For example, if Customers have "John Doe" as the Name and Orders have "Order #123," both will appear in the dropdown.
Name Field Not Populated in Referenced Entities:
f the Name field is empty, the field will display the Record ID of the referenced entities, ensuring users can still identify and select records.
Dropdown Behavior:
The dropdown will group and display records from all selected entities.
Users can search across multiple entities if the Enable Searching option is active.
Summary
The Multi-Entity Lookup Field in Entity Studio is a robust tool for managing relationships across multiple entities. By consolidating multiple lookup fields into one, it simplifies data entry and enhances flexibility in cross-entity relationships.
Its configuration options, such as deletion behaviors, entity filters, and advanced toggles, provide a tailored experience for users. Additionally, the dropdown dynamically adapts to show names or IDs based on the referenced entities, ensuring a seamless user experience.
Leveraging the Multi-Entity Lookup Field can significantly enhance data organization, reporting, and workflow efficiency in your system.