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Referencing records from a Custom Table in a Advanced Search Select field.

1 minute read time.

In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database.

The external table in my system is called 'Contacts'

To allow the table to be referenced by an Advanced Search Select I had to add the following translations into the system.

  • family=SS_Entities, code='Contacts', capt_us='Contacts'
  • family=SS_SearchTables, code='Contacts', capt_us='Contacts'
  • family=SS_ViewFields, code='Contacts', capt_us='ContactName'
  • family=SS_IdFields, code='Contacts', capt_us='CompanyId'


Once the translations have been entered then you should be able to define a field as an Advanced Search Select and see 'Contacts' in the entity drop down in customise fields.

Then you add a list called 'ContactsGrid' and a screen called 'ContactsSearchBox' then these will be used when you click on the search button. And you can put whatever fields you like in the search box and list box.
In the list box, set hyperlink on the Contact Name (or whatever field) to Opportunity (for example) and it will do some clever stuff to go back to the calling screen.

See also: Creating a Search Select Advanced Field that links a CRM table to a Parent Table in an External Database

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  • Jeff:

    Does this approach work in 7.2d or is there another approach that needs to be taken to do a lookup to another table (custom table)? I have followed the instructions above and added the appropriate caption family type (i.e. choices; tags). I can see the fields when I add the search select advanced field to my company field and I selected the appropriate fields that I want to do a "lookup" on from the custom entity table. However, nothing displays. It is a though there is no data in the custom table (custom entity). However, the data is there....I am puzzled as to why this is not working.

    Any help would be greatly appreciated. Thanks!

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  • Jeff:

    Does this approach work in 7.2d or is there another approach that needs to be taken to do a lookup to another table (custom table)? I have followed the instructions above and added the appropriate caption family type (i.e. choices; tags). I can see the fields when I add the search select advanced field to my company field and I selected the appropriate fields that I want to do a "lookup" on from the custom entity table. However, nothing displays. It is a though there is no data in the custom table (custom entity). However, the data is there....I am puzzled as to why this is not working.

    Any help would be greatly appreciated. Thanks!

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