Changes

Jump to: navigation, search

Custom Field Type: Lookup – External Organization

257 bytes added, 20:47, 4 December 2018
no edit summary
[[File:PlayingCard-LookupExtEnt-6c.jpg|thumb|150px|Click [http://www.smartsimple.com/images/customfield/cards.html here] to peruse our selection of custom fields.]]
 
 
==General Description==
[[User]] is able to look up [[External|external]] organization (company) and store the [[Organization|organization]] name.
[[User]] is able to look up [[External|external]] entity (company) and store the [[Entity|entity]] name.   '''Note:''' Only the name of the selected entity organization is stored. It is not linked to the underlying object.
==Field Display==
[[Image:Cf_lee_ex1.png]]<br />
''Lookup - External Organization field, in Edit Mode (above)''
'''Field in Edit Mode'''
 
[[Image:Cf34.png]]
'''Lookup Pop-up window for locating people'''
 
[[Image:Cf35.png]]
'''Completed Field'''
 
[[Image:Cf36.png]]
{{FieldOptions}}[[Image:Cf_lee_ex2.png]]<br />* '''Category IDs''': Search Lookup - External Organization field, illustrated is the pop-up window for external locating entities from specific categories by entering those categories(above)'' IDs in this field{{ButtonLabel}}{{ToolTip}}{{HideFieldForNewRecord}}{{SmartFieldView}}
{{OptionsTab}}
{{AllowEmpty}}
{{AppearMandatory}}
{{Searchable}}
{{TrackChanges}}
{{EnableServerSideValidation}}
{{EnableKML}}
{{EnableMultipleSelect}}
{{DisableQuickEdit}}
{{EnableMapService}}
{{Formatting}}{{CaptionStyle}}[[Image:Cf_lee_ex3.png]]<br />* Width: Enables the user to set the width of the ''Lookup - External Organization field , in pixels{{CustomHTMLTag}}View Mode (above)''
==Value StorageField Options=={{ValueStoresTo}}All common options:<br />[[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.
{{CFPermissionsTab}}* '''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 '''[[Custom Field Type: Display Only – - External Entity Organization Details|External Entity Organization Details]]''' field type.
==See Also==
* [[Custom Field Type: Display Only – - External Entity Organization Details|External Organization Details]]
{{CustomFieldPageFooter}}
Smartstaff, administrator
421
edits

Navigation menu