Custom Field Type: Lookup – External Organization

Field Display

Field in Edit Mode

Lookup Pop-up window for locating people

Completed Field

General Description

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

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

Field Options

Display Order: The order (relative to other fields) in which this field is displayed
Tab Name: Displays the field under a given tab
Field Name: The name of the field, used internally to reference the user's input
Caption: The leading question or prologue before the field
Button Label: Text to be displayed on the field's button
Allow Empty: This checkbox allows the field to be left empty
Searchable: This field can be searched within the tracking application
Track Changes: Keeps track of changes made to this field

Special Options for Field

Category IDs: Search for external entities from specific categories by entering those categories' IDs in this field

Services

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
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
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

Value Stores To

Custom Field: Enables linking two different custom fields to the same user data

Field Formatting Options

These fields allow you to control by Role who is allowed to view and/or modify the field.

These fields allow you to control by the Status of the record whether or not the field can be viewed and/or modified.

Notes

This field can be used in conjunction with the External Entity Details field type.

See Also