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

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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]] people and store the names (multiple select). The resulting data is read-only and not linked to the underlying [[Entity|entity]].
  
'''Field in Edit Mode'''
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==Field Illustrated==
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[[Image:Cf_lep_ex01.png]]<br />
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''Lookup - External People field, in Edit Mode''
  
[[Image:Cf37.png]]
 
 
'''Lookup Pop-up window for locating people'''
 
  
[[Image:Cf38.png]]
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[[Image:Cf_lep_ex02.png]]<br />
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''Lookup - External People field, lookup Pop-up window for locating people''
'''Completed Field'''
 
  
[[Image:Cf39.png]]
 
 
<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]].
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[[Image:Cf_lep_ex03.png]]<br />
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''Lookup - External People field, in View Mode''
<u>'''Field Options''' </u>
 
  
* '''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
 
 
<u>'''Special Options for Field'''</u>
 
  
* '''Role IDs''': Search for external people in specific roles by entering those roles' IDs in this field
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'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
 
<u>'''Services'''</u>
 
  
* '''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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==Field Options==
* '''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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All common options:<br />
* '''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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[[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.<br>
  
<u>'''Value Stores To'''</u>
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* '''Lookup Role IDs''' - The lookup can be constrained to specific [[Roles]] in the system by entering [[roleid]]s, multiple roleids are separated by commas.
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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 People, from which a name can be selected.
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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.
  
* '''Custom Field''': Enables linking two different custom fields to the same user data
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{{CustomFieldPageFooter}}
 
<u>'''Field Formatting Options'''</u>
 
 
 
* '''Width''': Determines the width of the field
 
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
 
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over
 
* '''Read Only''': Checkbox
 
* '''HTML Tag''': Additional attributes to the field HTML tag
 
* '''[[Custom Fields – Detailed Descriptions#Visibility Condition|Visibility Condition]]''': Conditions upon which the field is visible
 
 
 
<u>'''Role - Field Permissions'''</u>
 
 
 
These [[Custom Fields UTA Status Permissions|fields]] allow you to control who is allowed and who is denied viewing and/or modifying the field.
 
 
<u>'''Notes'''</u>
 
 
 
For performance reasons the lookup uses a pop-up window.
 
 
 
Ajax Lookup has now been extended to this [[Custom Fields|custom field]] type, and also to:"[[Custom Field Type: Lookup – External Entity|Lookup - External Entity]]".
 
 
 
[[Category:Custom Fields]]
 

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.