Difference between revisions of "Custom Field Type: Display Only – External Organization Details"

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This custom field has become deprecated
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The same functionality can normally be achieved using the [[Standard_Level_1_Field_List|multiple accounts]] at Level 1 or Level 2, and [[Deprecated - Custom Field Type: Store Values – System Variables|Store Value - System Variable custom fields]]
 
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<!--{{      LabelAboveField }}{{      ButtonLabel }}
The same functionality can normally be achieved using the multiple accounts [[Standard_Level_1_Field_List]] at Level 1 or Level 2, and Store Value - System Variable custom fields [[Custom_Field_Type:_Store_Values_%E2%80%93_System_Variables]]  
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{{      FieldOptions }}-->
 
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<!--<u>'''Field Display'''</u>  
 
 
<u>'''Field Display'''</u>  
 
  
 
[[Image:Cf13.png]]
 
[[Image:Cf13.png]]
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<u>'''Field Options''' </u>
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<span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name="FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="3">{{      FieldOptions }}</span></span></span></span></span></span>
 
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<span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="ButtonLabel" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" ButtonLabel" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="  ButtonLabel" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="  ButtonLabel" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="    ButtonLabel" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="    ButtonLabel" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="      ButtonLabel" data-bs-type="template" data-bs-id="4">{{      ButtonLabel }}</span></span></span></span></span></span></span>
* '''Display Order''': The order (relative to other fields) in which this field is displayed
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<span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="LabelAboveField" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" LabelAboveField" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="  LabelAboveField" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="  LabelAboveField" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="    LabelAboveField" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="    LabelAboveField" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="      LabelAboveField" data-bs-type="template" data-bs-id="5">{{      LabelAboveField }}</span></span></span></span></span></span></span>
* '''Tab Name''': Displays the field under a given tab
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<span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="HideFieldForNewRecord" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="  HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="  HideFieldForNewRecord" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="    HideFieldForNewRecord" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="    HideFieldForNewRecord" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="      HideFieldForNewRecord" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="      HideFieldForNewRecord" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="        HideFieldForNewRecord" data-bs-type="template" data-bs-id="6">{{        HideFieldForNewRecord }}</span></span></span></span></span></span></span></span></span>
* '''Field Name''': The name of the field, used internally to reference the user's input
 
* '''[[Caption]]''': The leading question or prologue before the field
 
* '''Button Label''': Text to be displayed on the field's button
 
 
 
 
<u>'''Special Options for Field'''</u>
 
<u>'''Special Options for Field'''</u>
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See the [[#Notes|Notes section below]] for additional details.
 
See the [[#Notes|Notes section below]] for additional details.
 
 
<u>'''Services'''</u>
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<span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="VisibilityCondition" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" VisibilityCondition" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="  VisibilityCondition" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="  VisibilityCondition" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="    VisibilityCondition" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="    VisibilityCondition" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="      VisibilityCondition" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="      VisibilityCondition" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="        VisibilityCondition" data-bs-type="template" data-bs-id="7">{{        VisibilityCondition }}</span></span></span></span></span></span></span></span></span>
 
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<span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="FieldPermissionMatrix" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" FieldPermissionMatrix" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="  FieldPermissionMatrix" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="  FieldPermissionMatrix" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="    FieldPermissionMatrix" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="    FieldPermissionMatrix" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="      FieldPermissionMatrix" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="      FieldPermissionMatrix" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="        FieldPermissionMatrix" data-bs-type="template" data-bs-id="8">{{        FieldPermissionMatrix }}</span></span></span></span></span></span></span></span></span>
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field
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<span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="Services" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" Services" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="  Services" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="  Services" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="    Services" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="    Services" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="      Services" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="      Services" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="        Services" data-bs-type="template" data-bs-id="9">{{        Services }}</span></span></span></span></span></span></span></span></span>
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services
 
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services
 
 
 
 
 
<u>'''Field Formatting Options'''</u>
 
<u>'''Field Formatting Options'''</u>
Line 55: Line 47:
 
 
  
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u>
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<span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="FieldPermissions" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name=" FieldPermissions" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="  FieldPermissions" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="  FieldPermissions" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name="    FieldPermissions" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL10@@@" data-bs-name="    FieldPermissions" data-bs-type="template" data-bs-id="10"><span class="mceNonEditable template" id="bs_template:@@@TPL10@@@" data-bs-name="      FieldPermissions" data-bs-type="template" data-bs-id="10"><span class="mceNonEditable template" id="bs_template:@@@TPL10@@@" data-bs-name="      FieldPermissions" data-bs-type="template" data-bs-id="10"><span class="mceNonEditable template" id="bs_template:@@@TPL10@@@" data-bs-name="        FieldPermissions" data-bs-type="template" data-bs-id="10">{{        FieldPermissions }}</span></span></span></span></span></span></span></span></span>
 
 
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
 
 
 
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
 
* ''Only present within the [[Universal Tracking Application]]''
 
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
  
  
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'''Important:''' The [[Custom Field Type: Lookup – External Entity|Lookup – External Entity]] field only stores the '''name''' of the selected entity. It is not linked to the underlying object. When the ''Click here to retrieve details'' button is clicked the system searches all companies for one that matches the name stored in the [[Custom Field Type: Lookup – External Entity|Lookup – External Entity]] field specified.  
 
'''Important:''' The [[Custom Field Type: Lookup – External Entity|Lookup – External Entity]] field only stores the '''name''' of the selected entity. It is not linked to the underlying object. When the ''Click here to retrieve details'' button is clicked the system searches all companies for one that matches the name stored in the [[Custom Field Type: Lookup – External Entity|Lookup – External Entity]] field specified.  
* '''If more than one company exists with the same name the details of the first company found will be shown.'''
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* '''If more than one company exists with the same name the details of the first company found will be shown.'''-->
  
 
==See Also==
 
==See Also==
 
* [[Custom Field Type: Lookup – External Entity]]
 
* [[Custom Field Type: Lookup – External Entity]]
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<!--* [[Custom_Field_Type:_Store_Values_%E2%80%93_System_Variables|Store Value - System Variable custom fields]]-->
  
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{{CustomFieldPageFooter}}
[[Category:Custom Fields]]
 

Latest revision as of 17:21, 4 September 2018

The same functionality can normally be achieved using the multiple accounts at Level 1 or Level 2, and Store Value - System Variable custom fields

See Also