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.
  
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'''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.
  
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[[Image:Cf34.png]]
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==Field Display==
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[[Image:Cf_lee_ex1.png]]<br />
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'''Lookup Pop-up window for locating people'''
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''Lookup - External Organization field, in Edit Mode (above)''
  
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[[Image:Cf35.png]]
 
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'''Completed Field'''
 
  
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[[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)''
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<u>'''General Description'''</u>
 
  
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[[User]] is able to look up [[External|external]] entity (company) and store the [[Entity|entity]] name.  The resulting data is read only and not linked to the underlying [[Entity|entity]].
 
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<u>'''Field Options''' </u>
 
  
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* '''Display Order''': The order (relative to other fields) in which this field is displayed
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[[Image:Cf_lee_ex3.png]]<br />
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* '''Tab Name''': Displays the field under a given tab
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''Lookup - External Organization field, in View Mode (above)''
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* '''Field Name''': The name of the field, used internally to reference the user's input
 
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* '''[[Caption]]''': The leading question or prologue before the field
 
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* '''Button Label''': Text to be displayed on the field's button
 
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* '''Allow Empty''': This checkbox allows the field to be left empty
 
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* '''Searchable''': This field can be searched within the tracking application
 
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* '''Track Changes''': Keeps track of changes made to this field
 
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<u>'''Special Options for Field'''</u>
 
  
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* '''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 />
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<u>'''Services'''</u>
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[[Custom Fields - General Information #General_Settings|General Settings]]<br />
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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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* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field
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* '''Lookup Category IDs''' - Search for external entities from specific categories by entering those categories' IDs in this field.
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* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services
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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.
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* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services
 
  
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<u>'''Value Stores To'''</u>
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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.
  
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* '''Custom Field''': Enables linking two different custom fields to the same user data
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==See Also==
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* [[Display - External Organization Details|External Organization Details]]
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<u>'''Field Formatting Options'''</u>
 
  
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* '''Width''': Determines the width of the field
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{{CustomFieldPageFooter}}
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* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
 
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* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over
 
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* '''Read Only''': Checkbox
 
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* '''HTML Tag''': Additional attributes to the field HTML tag
 
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* '''[[Visibility Condition]]''': Conditions upon which the field is visible
 
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<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u>
 
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These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
 
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<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
 
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* ''Only present within the [[Universal Tracking Application]]''
 
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These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
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<u>'''Notes'''</u>
 
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This field can be used in conjunction with the '''External Entity details''' field type.
 
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Ajax Lookup has now been extended to this [[Custom Fields|custom field]] type, and also to: "[[Custom Field Type: Lookup – External People|Lookup - External Contact]]".
 
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[[Category:Custom Fields]]
 

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

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