I suggest you ...

Add ability to clear optional Salesforce Lookup field after selecting a record

When adding a Salesforce Lookup field with Required = No, then selecting a record, you cannot subsequently clear that selection. Or, at least I haven't figured out how to do it.

Maybe add a little 'X' to the right side of the selected record to allow it to be cleared?

IMO, this should also clear any fields that were filled-in automatically by a connector.

4 votes
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Kevin Stephens shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...
      • Jim Williams commented  ·   ·  Flag as inappropriate

        I ran into this as well - I agree there should be a way to reset a lookup selection in case there was a data entry error.

      • AdminFormyoula (Support, Formyoula.com) commented  ·   ·  Flag as inappropriate

        Hey Kevin,

        Thank you for your great suggestion.

        We are looking to add an option that will clear the Salesforce Lookup search result after a record has been selected. I will be happy to update you as soon as this will be released on our mobile apps.

        Please let us know if you have any other questions.

        Thank you again,
        Formyoula team

      Feedback and Knowledge Base