Changes

Custom Field Type: Lookup – External Organization

620 bytes added, 20:47, 4 December 2018

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~~{{CustomFieldPageHeader}}~~==General Description==~~'''Field Display'''~~ [[User]] is able to look up [[External|external]] organization (company) and store the [[Organization|organization]] name.

'''~~Field in Edit Mode~~Note:'''Only the name of the selected organization is stored. It is not linked to the underlying object.

==Field Display==[[Image:~~Cf34~~Cf_lee_ex1.png]] '''Lookup ~~Pop~~-~~up window for locating people'~~External Organization field, in Edit Mode (above)''

~~[[Image:Cf35.png]]~~

~~'''Completed Field'''~~

[[Image:~~Cf36~~Cf_lee_ex2.png]] <ubr />''Lookup - External Organization field, illustrated is the pop-up window for locating entities (above)'~~General Description~~'~~''~~

~~[[User]] is able to look up [[External|external]] entity (company) and store the [[Entity|entity]] name.~~

~~'''Note~~[[Image:~~''' Only the name of the selected entity is stored. It is not linked to the underlying object~~Cf_lee_ex3. ~~{{FieldOptions}}{{ButtonLabel}}{{AllowEmpty}}{{AppearMandatory}}{{LabelAboveField}}{{Searchable}}{{TrackChanges}}{{DefaultContainsSearch}}{{DisableLookupButton}}{{HideFieldForNewRecord}}~~ png]]<ubr />''~~'Special Options for Field'~~Lookup - External Organization field, in View Mode (above)''~~~~

* '''Category IDs'''==Field Options==All common options: ~~Search for external entities from specific categories by entering those categories' IDs in this field~~ [[Custom Fields - General Information #General_Settings|General Settings]] ~~{{VisibilityCondition}}~~[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]] ~~{{FieldPermissionMatrix}}~~[[Custom Fields - General Information #Classic Options|Classic Options]] ~~{{Services}}~~For further information, please refer to [[Custom Fields – General Information]]. ~~{{ValueStoresTo}}{{FieldFormattingOptions}}{{FieldPermissions}}~~Options listed below are specific to this particular field type.

~~~~* '''Lookup Category IDs'~~Notes~~''- Search for external entities from specific categories by entering those categories'~~~~ IDs in this field. ~~This field can be used in conjunction with the~~ * '''~~[[Custom Field Type: Display Only – External Entity Details|External Entity Details]]~~Disable Lookup Button''' ~~field type~~- 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 '''[[ Display - External Organization Details|External Organization Details]]''' field type.

==See Also==

* [[~~Custom Field Type:~~ Display ~~Only –~~ - External ~~Entity~~ Organization Details|External Organization Details]]