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This repository was archived by the owner on Nov 4, 2026. It is now read-only.
This repository was archived by the owner on Nov 4, 2026. It is now read-only.

[UX Enhancement] Always show "Browse All" button to open RecordPickerDialog in Lookup fields #1091

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Description

@hotlong

Background

Currently, the RecordPickerDialog (full enterprise picker) in Lookup fields is only accessible via the "Show All Results" button, which is only visible if the total record count exceeds the quick-select popover page size (default 50). For most CRM datasets, this means the enterprise dialog does not appear, and enterprise features like multi-column tables, sort/filter bar, and cell renderers are undiscoverable.

This creates a perception that the advanced lookup features are missing, limiting end user and customer impact—even though the underlying metadata and implementation are complete.

Requirement

Always render a dedicated "Browse All" (table icon) button next to the Lookup quick-select trigger (next to or inside the PopoverTrigger). This should:

  • Explicitly open the RecordPickerDialog (full-featured modal), regardless of record count
  • Remain visible at all times, showing unified UX with platforms like Salesforce, MS Dynamics, etc.
  • Use an accessible icon (Lucide's TableProperties or similar)
  • Clearly separate quick-select vs. enterprise browsing (popover vs. dialog)
  • Support keyboard accessibility and screen readers

Acceptance Criteria

  • Every LookupField with a dataSource/reference always renders a visible "Browse All" button
  • Button opens RecordPickerDialog directly, not conditionally
  • Both popover and dialog modes work independently—user can always swap between them
  • Table icon is accessible and visually unobtrusive
  • All feature flags/enterprise options (lookup_columns, lookup_filters, cell types) are demoable regardless of dataset size
  • Unit test: assert button exists and dialog opens on click, even with <5 records
  • Update Storybook, CRM demo, and docs to reference new enterprise entrypoint
  • Document upgrade in CHANGELOG.md

Out of Scope

  • No API/metadata changes are needed; this is a pure frontend enhancement
  • No breaking changes to existing filter/query logic

References

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