Difference between revisions of "Custom Field Type: Display Only – External Organization Details"
From SmartWiki
Julia Decker (talk | contribs) |
Nancy Sabo (talk | contribs) |
||
| (41 intermediate revisions by 9 users not shown) | |||
| Line 1: | Line 1: | ||
| − | <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: | + | [[Image:Cf13.png]] |
<u>'''General Description'''</u> | <u>'''General Description'''</u> | ||
| Line 10: | Line 13: | ||
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. |
| − | * ''' | + | * '''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> | ||
<u>'''Special Options for Field'''</u> | <u>'''Special Options for Field'''</u> | ||
| − | + | 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. | |
| − | |||
| − | |||
| − | |||
| − | + | 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> | ||
| − | * ''' | + | * '''Width''': Determines the width of the field |
| − | + | * '''Height''': Determines the height of the field | |
| − | * ''' | + | * '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> |
| − | * ''' | + | * '''[[Tool Tip]]''': Enter help text to be shown on mouse-over |
| − | * ''' | + | * '''Read Only''': Checkbox |
| − | + | * '''HTML Tag''': Additional attributes to the field HTML tag | |
| − | + | * '''[[Visibility Condition]]''': Conditions upon which the field is visible | |
| − | + | ||
| − | < | + | |
| + | <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> | ||
| + | |||
| + | |||
| + | ==Notes== | ||
| + | |||
| + | [[Image:Cf14.png]] | ||
This example is taken from a '''Courier''' application. The pick up and delivery addresses for the job need to default to the address of the company ordering the courier. | This example is taken from a '''Courier''' application. The pick up and delivery addresses for the job need to default to the address of the company ordering the courier. | ||
| Line 55: | Line 63: | ||
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. | ||
| − | + | ||
| − | [[ | + | |
| + | '''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]] | ||
| + | <!--* [[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
