Difference between revisions of "Custom Field Type: Display Only – External Organization Details"
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− | <u>'''Field Display'''</u> | + | 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> | ||
[[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. | ||
− | '''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.''' | ||
+ | * '''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. | ||
− | < | + | <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:@@@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:@@@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:@@@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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<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:@@@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:@@@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:@@@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:@@@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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− | |||
− | < | ||
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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.''' | + | * '''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]] | ||
+ | <!--* [[Custom_Field_Type:_Store_Values_%E2%80%93_System_Variables|Store Value - System Variable custom fields]]--> | ||
− | + | {{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