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Configure a Lookup Field
Most State Model base objects are related to other objects such as Accounts or Contacts. If you are using Asset, Contract, Quote, InsuranceClaim__c, or Application__c, lookup fields for these related objects, such as AccountId__c or ContactId__c, already exist. If the lookup field you need doesn't exist in your base object, you can create it.
State Rules are often based on field values in related objects. For example, an InsuranceClaim__c record might follow a different path through a State Model depending on the age of a Contact.
To create the Graded Contact field for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, in the Fields & Relationships tab, click New.
- Click Lookup Relationship, then click Next.
- In the Related To drop-down list, select Contact, then click Next.
- Specify the following settings. Leave other settings at their defaults.
Setting
Value
Field Label
Graded Contact
Field Name
ContactId
Always require a value in this field in order to save a record
(checked)
- Click Next three times, then click Save.
The needs of your state model determine your next task:
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If different State Models use different records of the same base object, Configure the Type Field.
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If necessary, configure new fields that determine states. For the example, Configure the Grade Field.
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For better performance, Define a Field Set.
Then either Add State Model Components to an Existing Record Page or Add State Model Components to a New Record Page.
