Difference between revisions of "Custom Field Type: Lookup – External People"

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==General Description==
 
==General Description==
 
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[[User]] is able to look up [[External|external]] people and store the names (multiple select). The resulting data is read-only and not linked to the underlying [[Entity|entity]].
[[User]] is able to look up [[External|external]] people and store the names (multiple select). The resulting data is read only and not linked to the underlying [[Entity|entity]].
 
  
 
==Field Illustrated==
 
==Field Illustrated==
 
 
 
[[Image:Cf_lep_ex01.png]]<br />
 
[[Image:Cf_lep_ex01.png]]<br />
 
''Lookup - External People field, in Edit Mode''
 
''Lookup - External People field, in Edit Mode''
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[[Image:Cf_lep_ex02.png]]<br />
 
[[Image:Cf_lep_ex02.png]]<br />
 
''Lookup - External People field, lookup Pop-up window for locating people''
 
''Lookup - External People field, lookup Pop-up window for locating people''
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[[Image:Cf_lep_ex03.png]]<br />
 
[[Image:Cf_lep_ex03.png]]<br />
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'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
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'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
 
 
{{FieldOptions}}
 
* '''Role IDs''' - The lookup can be constrained to specific [[Roles]] in the system by entering [[roleid]]s, multiple roleids are separated by commas.
 
{{ButtonLabel}}
 
{{ToolTip}}
 
{{HideFieldForNewRecord}}
 
{{SmartFieldView}}
 
 
 
{{OptionsTab}}
 
{{AllowEmpty}}
 
{{AppearMandatory}}
 
{{Searchable}}
 
{{TrackChanges}}
 
{{EnableServerSideValidation}}
 
{{EnableKML}}
 
{{EnableMultipleSelect}}
 
{{DisableQuickEdit}}
 
{{EnableMapService}}
 
 
 
{{Formatting}}
 
{{CaptionStyle}}
 
* Width: Enables the user to set the width of the Lookup field in pixels
 
{{CustomHTMLTag}}
 
 
 
==Value Storage==
 
{{ValueStoresTo}}
 
  
{{CFPermissionsTab}}
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==Field Options==
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All common options:<br />
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[[Custom Fields - General Information #General_Settings|General Settings]]<br />
 +
[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
 +
[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
 +
For further information, please refer to [[Custom Fields – General Information]].<br /><br />
 +
Options listed below are specific to this particular field type.<br>
  
 +
* '''Lookup Role IDs''' - The lookup can be constrained to specific [[Roles]] in the system by entering [[roleid]]s, multiple roleids are separated by commas.
 +
* '''Disable Lookup Button''' - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching People, from which a name can be selected.
 
==Note==
 
==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 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.
  
 
{{CustomFieldPageFooter}}
 
{{CustomFieldPageFooter}}

Latest revision as of 15:44, 4 December 2018

General Description

User is able to look up external people and store the names (multiple select). The resulting data is read-only and not linked to the underlying entity.

Field Illustrated

Cf lep ex01.png
Lookup - External People field, in Edit Mode


Cf lep ex02.png
Lookup - External People field, lookup Pop-up window for locating people


Cf lep ex03.png
Lookup - External People field, in View Mode


Note: Only the name of the selected entity is stored. It is not linked to the underlying object.

Field Options

All common options:
General Settings
Permissions & Availability
Classic Options
For further information, please refer to Custom Fields – General Information.

Options listed below are specific to this particular field type.

  • Lookup Role IDs - The lookup can be constrained to specific Roles in the system by entering roleids, multiple roleids are separated by commas.
  • Disable Lookup Button - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching People, from which a name can be selected.

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.