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

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<u>'''Field Display'''</u>
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==General Description==
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[[User]] is able to look up [[External|external]] organization (company) and store the [[Organization|organization]] name.
  
'''Field in Edit Mode'''
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'''Note:''' Only the name of the selected organization is stored. It is not linked to the underlying object.
  
[[Image:Cf34.png]]
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==Field Display==
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[[Image:Cf_lee_ex1.png]]<br />
'''Lookup Pop-up window for locating people'''
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''Lookup - External Organization field, in Edit Mode (above)''
  
[[Image:Cf35.png]]
 
 
'''Completed Field'''
 
  
[[Image:Cf36.png]]
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[[Image:Cf_lee_ex2.png]]<br />
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''Lookup - External Organization field, illustrated is the pop-up window for locating entities (above)''
<u>'''General Description'''</u>
 
  
[[User]] is able to look up [[External|external]] entity (company) and store the [[Entity|entity]] name. 
 
  
'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
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[[Image:Cf_lee_ex3.png]]<br />
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''Lookup - External Organization field, in View Mode (above)''
{{FieldOptions}}
 
{{AllowEmpty}}
 
{{AppearMandatory}}
 
{{LabelAboveField}}
 
{{Searchable}}
 
{{TrackChanges}}
 
{{DefaultContainsSearch}}
 
{{DisableLookupButton}}
 
{{HideFieldForNewRecord}}
 
 
<u>'''Special Options for Field'''</u>
 
  
* '''Category IDs''': Search for external entities from specific categories by entering those categories' IDs in this field
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==Field Options==
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All common options:<br />
{{Services}}
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[[Custom Fields - General Information #General_Settings|General Settings]]<br />
{{ValueStoresTo}}
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[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
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[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
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For further information, please refer to [[Custom Fields – General Information]].<br /><br />
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Options listed below are specific to this particular field type.
  
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* '''Lookup Category IDs''' - Search for external entities from specific categories by entering those categories' IDs in this field.
<u>'''Field Formatting Options'''</u>
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* '''Disable Lookup Button''' - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching Organizations, from which an entity can be selected.
 
 
* '''Width''': Determines the width 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
 
 
 
{{FieldPermissions}}
 
 
 
 
<u>'''Notes'''</u>
 
 
 
This field can be used in conjunction with the '''[[Custom Field Type: Display Only – External Entity Details|External Entity Details]]''' field type.
 
  
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==Note==
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* 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.
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* This field can be used in conjunction with the '''[[ Display - External Organization Details|External Organization Details]]''' field type.
  
 
==See Also==
 
==See Also==
* [[Custom Field Type: Display Only – External Entity Details]]
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* [[Display - External Organization Details|External Organization Details]]
  
[[Category:Custom Fields]]
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{{CustomFieldPageFooter}}

Latest revision as of 16:47, 4 December 2018

General Description

User is able to look up external organization (company) and store the organization name.

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

Field Display

Cf lee ex1.png
Lookup - External Organization field, in Edit Mode (above)


Cf lee ex2.png
Lookup - External Organization field, illustrated is the pop-up window for locating entities (above)


Cf lee ex3.png
Lookup - External Organization field, in View Mode (above)

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 Category IDs - Search for external entities from specific categories by entering those categories' IDs in this field.
  • Disable Lookup Button - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching Organizations, from which an entity 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.
  • This field can be used in conjunction with the External Organization Details field type.

See Also