🔎 Filtering Behavior with Lookup Fields in WorkPoint Processes

❗ Problem

In a WorkPoint process entity form step, a lookup field (to a business module list) shows incorrect items even when users type to filter. Target business module has configured a view used in lookups, and users expect typing to narrow results by title, but it does not.

🧭 Cause

The lookup is configured to use a custom view that includes columns (e.g. Title, Status, ID, etc.). When typing in the lookup field, WorkPoint filters across visible columns in the view, not just Title. So, typing a word like “test” may match content in other columns, making filtering seem ineffective.

✅ Solution

To make filtering work more predictably:

1. 🛠️ Create a new view on the target list that includes only the Title column (and system columns like ID).
2. ⚙️ Go to Business Module > General Settings > Default view used in lookups.
3. 🔗 Configure the lookup field to use this simplified view.

This setup ensures the search input only matches against the Title, improving usability.

📌 Example

If the lookup field is Related Cases:

• Create a view called Lookup_TitleOnly
• Include only Title (and default system fields like ID)
• Assign this view to the Default view used in lookups field in settings