Difference between revisions of "Custom Field Type: Lookup – External Organization"
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==General Description== | ==General Description== | ||
| + | [[User]] is able to look up [[External|external]] organization (company) and store the [[Organization|organization]] name. | ||
| − | + | '''Note:''' Only the name of the selected organization is stored. It is not linked to the underlying object. | |
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| − | '''Note:''' Only the name of the selected | ||
==Field Display== | ==Field Display== | ||
| + | [[Image:Cf_lee_ex1.png]]<br /> | ||
| + | ''Lookup - External Organization field, in Edit Mode (above)'' | ||
| − | [[Image: | + | [[Image:Cf_lee_ex2.png]]<br /> |
| − | ''Lookup - External | + | ''Lookup - External Organization field, illustrated is the pop-up window for locating entities (above)'' |
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[[Image:Cf_lee_ex3.png]]<br /> | [[Image:Cf_lee_ex3.png]]<br /> | ||
| − | ''Lookup - External | + | ''Lookup - External Organization field, in View Mode (above)'' |
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| − | == | + | ==Field Options== |
| − | + | 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. | ||
| − | + | * '''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== | ==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 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 '''[[ | + | * This field can be used in conjunction with the '''[[ Display - External Organization Details|External Organization Details]]''' field type. |
==See Also== | ==See Also== | ||
| − | * [[ | + | * [[Display - External Organization Details|External Organization Details]] |
{{CustomFieldPageFooter}} | {{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
Lookup - External Organization field, in Edit Mode (above)
Lookup - External Organization field, illustrated is the pop-up window for locating entities (above)
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.
