Show related record details from lookup

Enabled for Public preview General availability
Users, automatically Sep 6, 2023 Oct 2, 2023

Business value

The Show details action on lookup dialogs offers easy access to information about records that are related to the one you're interested in, which can make you more efficient and help you make good decisions.

Feature details

It used to take multiple clicks to get to the details about related records on their card pages from lookups or advanced lookup dialogs. Now, you can use the Show details action in lookup dialogs to quickly access information about related records on every page.

Show new Show details action on lookup dialog.

If you prefer to primarily use your keyboard, the shortcut key combination for the Show details action is Ctrl+Alt+Down arrow.

Note

For developers: The Show details action is available in lookups where the related table has a list page with a defined CardPageID. Otherwise, Show details is not shown.

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