Difference between revisions of "Custom Field Type: Lookup – External People"

From SmartWiki
Jump to: navigation, search
m
 
(4 intermediate revisions by 2 users not shown)
Line 1: Line 1:
[[File:PlayingCard-LookupExtPeople-5c.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]] people and store the names (multiple select). The resulting data is read-only and not linked to the underlying [[Entity|entity]].
  
<u>'''Field Display'''</u>
+
==Field Illustrated==
 +
[[Image:Cf_lep_ex01.png]]<br />
 +
''Lookup - External People field, in Edit Mode''
  
'''Field in Edit Mode'''
 
  
[[Image:Cf37.png]]
+
[[Image:Cf_lep_ex02.png]]<br />
+
''Lookup - External People field, lookup Pop-up window for locating people''
'''Lookup Pop-up window for locating people'''
 
  
[[Image:Cf38.png]]
 
 
'''Completed Field'''
 
  
[[Image:Cf39.png]]
+
[[Image:Cf_lep_ex03.png]]<br />
 +
''Lookup - External People field, in View Mode''
  
'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
 
  
+
'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
<u>'''General Description'''</u>
 
  
[[User]] is able to look up [[External|external]] people and store the names (multiple select).  The resulting data is read only and not linked to the underlying [[Entity|entity]].
+
==Field Options==
+
All common options:<br />
{{FieldOptions}}
+
[[Custom Fields - General Information #General_Settings|General Settings]]<br />
{{ButtonLabel}}
+
[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
{{AllowEmpty}}
+
[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
{{AppearMandatory}}
+
For further information, please refer to [[Custom Fields – General Information]].<br /><br />
{{Searchable}}
+
Options listed below are specific to this particular field type.<br>
{{TrackChanges}}
 
{{EnableServerSideValidation}}
 
{{EnableKML}}
 
{{EnableMultipleSelect}}
 
{{DisableQuickEdit}}
 
{{LabelAboveField}}
 
{{HideFieldForNewRecord}}
 
{{SmartFieldView}}
 
 
<u>'''Special Options for Field'''</u>
 
 
 
* '''Role IDs''' - The lookup can be constrained to specific [[Roles]] in the system by entering [[roleid]]s, multiple roleids are separated by commas.  
 
 
{{VisibilityCondition}}
 
{{FieldPermissionMatrix}}
 
{{ValueStoresTo}}
 
{{FieldFormattingOptions}}
 
{{FieldPermissions}}
 
  
 +
* '''Lookup Role IDs''' - The lookup can be constrained to specific [[Roles]] in the system by entering [[roleid]]s, multiple roleids are separated by commas.
 +
* '''Disable Lookup Button''' - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching People, from which a name 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.
  
 
{{CustomFieldPageFooter}}
 
{{CustomFieldPageFooter}}

Latest revision as of 16:44, 4 December 2018

General Description

User is able to look up external people and store the names (multiple select). The resulting data is read-only and not linked to the underlying entity.

Field Illustrated

Cf lep ex01.png
Lookup - External People field, in Edit Mode


Cf lep ex02.png
Lookup - External People field, lookup Pop-up window for locating people


Cf lep ex03.png
Lookup - External People field, in View Mode


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

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 Role IDs - The lookup can be constrained to specific Roles in the system by entering roleids, multiple roleids are separated by commas.
  • Disable Lookup Button - The lookup button disappears. If toggled, any text entered into the box will automatically generate a list of matching People, from which a name 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.