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

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<u>'''Field Display'''</u>  
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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 }}
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{{      FieldOptions }}-->
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<!--<u>'''Field Display'''</u>  
  
 
[[Image:Cf13.png]]
 
[[Image:Cf13.png]]
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The [[User|user]] has the ability to overwrite the value or retrieve the value multiple times.
 
The [[User|user]] has the ability to overwrite the value or retrieve the value multiple times.
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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.
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 +
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.
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* '''If more than one company exists with the same name the details of the first company found will be shown.'''
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* '''However''': If the ''Click here to retrieve details'' button is clicked after the entity is selected and '''prior''' to saving the record it will always provide the correct details, even with multiple companies with the same name.
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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>
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* '''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>
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* '''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>
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* '''Field Name''': The name of the field, used internally to reference the user's input
 
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* '''Caption''': The leading question or prologue before the field
 
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* '''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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[CustomfieldID] of a field containing an external [[Entity|entity]] lookup plus related fields from the external entity. See notes for additional details.
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In the '''Variables''' section of the field you must enter the Custom Field ID of the [[Custom Field Type: Lookup – External Entity|Lookup – External Entity]] for which you wish to display additional details, followed by the [[Variables]] of the desired details.
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 +
See the [[#Notes|Notes section below]] for additional details.
 
 
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<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>
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* '''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>
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* '''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
 
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* '''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
 
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<u>'''Field Formatting Options'''</u>
 
<u>'''Field Formatting Options'''</u>
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* '''Read Only''': Checkbox
 
* '''Read Only''': Checkbox
 
* '''HTML Tag''': Additional attributes to the field HTML tag
 
* '''HTML Tag''': Additional attributes to the field HTML tag
−
* '''[[Custom Fields – Detailed Descriptions#Visibility Condition|Visibility Condition]]''': Conditions upon which the field is visible
+
* '''[[Visibility Condition]]''': Conditions upon which the field is visible
 
 
−
<u>'''Role - Field Permissions'''</u>
 
  
−
These fields allow you to control who is allowed and who is denied viewing and/or modifying the field.
+
<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>
−
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−
<u>'''Notes'''</u>
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 +
==Notes==
  
 
[[Image:Cf14.png]]  
 
[[Image:Cf14.png]]  
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If necessary each of these values can be overwritten once the record is saved.
 
If necessary each of these values can be overwritten once the record is saved.
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[[Category:Custom Fields]]
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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.
 +
* '''If more than one company exists with the same name the details of the first company found will be shown.'''-->
 +
 
 +
==See Also==
 +
* [[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}}

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

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Custom_Field_Type:_Display_Only_–_External_Organization_Details&oldid=33063’