Difference between revisions of "Custom Field Type: Lookup – External Organization"
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m (DWan moved page Custom Field Type: Lookup – External Entity to Custom Field Type: Lookup – External Organization) |
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Revision as of 10:47, 16 August 2018
Contents
General Description
User is able to look up external entity (company) and store the entity name.
Note: Only the name of the selected entity is stored. It is not linked to the underlying object.
Field Display
Lookup - External Entity field, in Edit Mode (above)
Lookup - External Entity field, illustrated is the pop-up window for locating entities (above)
Lookup - External Entity field, in View Mode (above)
Field Options
| Option | Description | Format |
|---|---|---|
| Custom Field ID | The unique ID number associated with the custom field. | Not Applicable |
| Field Type | The list of available Field Types. | @fieldtype@ |
| Field Name | The name of the field, used internally to reference the user's input; | @fieldname@ |
| Caption | The leading question or prologue before the field. | @caption@ |
| Display Order | The order (relative to other fields) in which this field is displayed. | @displayorder@ |
| Description | Definition and general description of the custom field. Will not be displayed. | @description@ |
- Category IDs: Search for external entities from specific categories by entering those categories' IDs in this field
- Button Label: Text to be displayed on the field's button. If no text is entered, the system will use a default label.
- Tool Tip: When the user hovers their mouse pointer over the caption of a field, the text in this section will appear.
- On New Record: Controls how the field should be displayed until record has been saved once.
- Always Display: Field will be exposed both before and after the record is saved.
- Hide on New Record: Field will be hidden until record is saved.
- Only Show on New Record: Field will be exposed until record is saved, and then it will be hidden. This option is useful for fields that provide instructions for filling out forms before saving.
- SmartField View - Include or exclude this field from SmartField Views (@SmartFields@) or only display this field for SmartField Views. See SmartField View for further details.
Options
General Options
- Mandatory: Selecting this option means that this field is required and must be completed.
- Appear Mandatory: Makes the field appear as though it is a required field. Typically used in conjunction with browser scripts, JavaScript Validation or Submit Logic that perform validation.
- Searchable: This field can be searched within the tracking application.
- Track Changes: Keeps track of changes made to this field.
- Enable Server-Side Validation - See Server-Side Validation page for details.
Enable KML: Used to upload a KML file which is used to display geographic data on a map.
- Enable Multiple Select: Enables users to select multiple values from the listed values.
- Disable Quick Edit: Disables this field from being selectable in Quick Edit on a List View.
- Enable Map Service: Enables the map icon
that will launch the user’s selected map service (configured in Personal Settings) and display a map of the content of the field.
Formatting
- Caption Style: Add caption styling by including HTML style tags around @value@
- Width: Enables the user to set the width of the Lookup field in pixels
- Custom HTML Tag: Use this field for additional attributes to the field HTML tag.
Value Storage
- Value Storage: Enables linking two different custom fields to the same user data. See Value Stores To page.
Permissions & Availability Tab
- Visibility Condition: See the Visibility Condition Wiki page.
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
Note
- This field stores the name of the selected contact only. It is not possible to refer to details of the selected contact such as address, userid, e-mail etc.
- This field can be used in conjunction with the External Entity Details field type.
