How to Create Custom Lookup

Detailed reference for effectively using custom lookup functionality

Custom Lookup
A Custom Lookup in Salesforce is a feature that establishes a relationship between two objects, allowing users to search for and select records from a related object. Unlike standard lookup fields, a custom lookup can be configured with specific filters, validation rules, and user interface behaviors to meet unique business requirements.

Procedure for creating lookup field with Sign Transaction Object Follow these steps

Step 1 :- Click on the Gear icon (Setup) in the top-right corner and Select Setup from the dropdown menu.

Step 2 :- In the Setup page, locate the Object Manager tab at the top of the page and click on it.

Step 3 :- In the Quick Find search bar located at the top-right corner of the Setup page, type Sign Transaction, and then select it from the result.

Step 4 :- Access Fields & Relationships

• Within the Sign Transaction object, click on Fields & Relationships.
• Click New to create a new field.
  
  

Step 5 :- Select Field Type

• Choose Lookup Relationship as the data type.
• Click Next to continue.

Step 6 :- Choose Related Object

• From the list of available objects, select the Custom Object (or Standard Object) you want to relate to the Sign Transaction.
• Click Next.
  

Step 7 :- Define Field Details

• Enter the desired Field Label and Field Name for the lookup field.
• Adjust field-level security to control user access.
• Add the field to the required page layouts.
• Click Next.
  
  

Step 8 :- Save the Field

• Review your configurations.
• Click Save to complete the process.
  
  

• You have successfully created a custom lookup field on the Sign Transaction object.
• Now You can also add the Sign Transaction as a related list to the selected Salesforce object. This allows you to view how many transactions are linked to the parent record, providing a clear overview of associated Sign Transactions.
• Now, you can configure Write Back functionality on the object that has been related to the Sign Transaction.

Configuring Writeback Functionality on Custom Lookup Field–Based Objects

Step 1 :- Navigate to the App Launcher, type Sign Made Easy in the search bar, and select the application to open it.


Step 2 :- Writeback Configuration option is available within the Sign Made Easy Setup section.

Step 3:- Use the search bar to locate and select the object that contains the custom lookup field associated with the Sign Transaction object. If the relationship is established with the Sign Transaction object, the object name will be displayed in bold. making it easier to identify.

Step 4:- Add Fields to Writeback Mapping

• Click the “+” icon next to the fields you want to include in the writeback configuration.
• Once added, these fields become available for mapping as tags within the documents used for e-signature.
• This allows the selected Salesforce fields to be dynamically populated during the signing process and updated automatically once the transaction is completed.

Send Documents with Configured Writeback Tags

• You have now successfully configured the writeback tags for use in your documents. The final step is to proceed with sending the documents to the intended recipients. During the signing process, the configured writeback tags will capture the entered values, and upon completion, the data will automatically update the mapped Salesforce fields.
  
  

Step 1 :- Open the App Launcher, search for the object where fields have been configured for writeback.

Step 2:- Open the record page of the object you plan to use for initiating the SME process.

• If a record does not already exist, create one by clicking New before continuing.
• From the record page, click the SME Button to initiate the e-signature process.
• If the SME Button has not yet been created for this object, click here to follow the SME Button Configuration Guide.
  
  

Step 3:- Click the button you created. The Create Transaction interface will open, enabling you to add documents and specify recipient details.

Step 4:- Click the Preview and Tag button to add tags to the document.

Step 5 :- Now, click the Send button to send the email to the recipients.

Step 6:- After the documents are sent, recipients will receive an email notification. To complete the e-signature process, they must open the email and click the View Document button.
Step 7 :- Once the documents have been signed, open the object record where you initiated the SME process and verify that the data from the provided tags has been updated in the intended fields. 

Steps to Add Sign Transaction as a Related List

Step 1:- On the Setup page, locate the Object Manager tab at the top and click on it.

Step 2 :- Select the Parent Object

• Choose the Salesforce object that has a relationship with the Sign Transaction object.
• Adding Sign Transactions as a related list lets you easily see how many transactions are linked to each parent record.

Step 3 :- Go to Page Layouts

• In the left-hand menu of the selected object, click Page Layouts.
• Select the layout you want to modify (for example, Asset Layout).

Step 4 :- Add the Sign Transaction object as a Related List

• Select the page layout where you want to add Sign Transactions as a related list.
• In the Related Lists section, use Quick Find to locate Sign Transaction, then drag and drop it into the layout.
• Click Save or Quick Save to apply your changes.

• You have successfully added the Sign Transaction as a related list to the selected parent object.
  
  

Step 5 :- Open the App Launcher and search for the object where Sign Transactions were added as a related list.

Step 6 :- Now, open a record of the object to view the Sign Transaction records in the related list.