Difference between revisions of "Custom Field Type: Display Only – External Organization Details"
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Nancy Sabo (talk | contribs) |
Nancy Sabo (talk | contribs) |
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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]] | |
| − | < | + | <!--{{ LabelAboveField }}{{ ButtonLabel }} |
| − | + | {{ FieldOptions }}--> | |
| − | {{ | ||
<!--<u>'''Field Display'''</u> | <!--<u>'''Field Display'''</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> | <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> | ||
| − | <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:@@@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> |
| − | <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:@@@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> |
| − | <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:@@@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> |
<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. | ||
| − | <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:@@@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> |
| − | <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:@@@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> |
| − | <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:@@@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> |
<u>'''Field Formatting Options'''</u> | <u>'''Field Formatting Options'''</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:@@@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> |
| Line 68: | Line 67: | ||
'''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.'''--> | * '''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]] | ||
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
