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Lookup Fields as custom fields

Related products:Freshservice
  • Jun 14, 2023 4:26 PM UTC
  • 4 replies
  • 104 views

thx1138
Contributor
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It would be ideal to have lookup fields when adding custom fields to software, contracts, etc.  For example, I would like to add fields such as:

  • departments
  • business owner (as a Requester lookup)

Thanks!

4 replies

CallumCook
Community Debut
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  • Community Debut
  • Jun 17, 2023 7:50 PM UTC

When adding custom fields to software, contracts, or other systems, it can be beneficial to include lookup fields for improved data accuracy and efficiency. For example, you can create a lookup field for "Departments" where users can select the appropriate department from a predefined list. This ensures consistency and facilitates data organization.

Another useful lookup field is "Business Owner (as a Requester lookup)" which allows users to select the business owner or requester associated with a particular task or request. This helps in tracking and assigning responsibilities accurately.

https://snipapk.com. 


thx1138
Contributor
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  • Author
  • May 15, 2025 7:48 PM UTC

I would like to use the pre-existing department table rather than having to manage a department list just for software and then again for services, etc.


Daniel Söderlund
Top Contributor ⭐
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I would like to use the pre-existing department table rather than having to manage a department list just for software and then again for services, etc.

You can use custom objects but then you need to maintain them. 


thx1138
Contributor
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  • Author
  • May 19, 2025 4:44 PM UTC

Daniel, that is a nifty idea, but I want to see these values on the Software page and in the analytics report.  Is there a way to see it there with a custom object?  I haven't been able to figure that out.  It would be nice if a custom object could be treated as a related table that uses the same key as a core table and then display the custom objects in the native locations.