Custom Field Type: Display Only – External Organization Details

Field Display

General Description

Copies one or more field values from an external entity to the current entity. This field is used in conjunction with the Display Only External Entity field.

The purpose of the field is to carry forward details of a related external entity record to a new entity such as a level 1 or level 2 UTA entity.

The user has the ability to overwrite the value or retrieve the value multiple times.

Field Options

• Allow Empty: N/A
• Default Text: N/A
• Options: Variables
• Track Changes: N/A
• Store To Value: Yes

Special Options for Field

[CustomfieldID] of a field containing an external entity lookup plus related fields from the external entity. See notes for additional details.

Field Validation

• Type: N/A
• JavaScript Validation: N/A
• Message: N/A
• HTML Tag: N/A

Field Formatting Options

• Height: Yes Measure: Characters Default: 2 Character
• Width: Yes Measure: Characters Default: 20 Character
• Number Format: N/A
• Style: Yes
• Tool Tip: Yes

Notes

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.

The customer field (#161926) is set to a Lookup - External Entity Field.

Two External Entity Detail fields use this field ID to reference the address, Address 2 and city fields in the underlying company record.

An additional External Entity Details field is used to display an account Note field (a custom field associated with the company record).

If necessary each of these values can be overwritten once the record is saved.