Custom Field Type: Lookup – External People

Field Display

Field in Edit Mode

Lookup Pop-up window for locating people

Completed Field

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 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

• Role IDs: Search for external people in specific roles by entering those roles' 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

• Width: Determines the width of the field
• Style: Bold, Underline, Italic, Highlight
• Tool Tip: Enter help text to be shown on mouse-over
• Read Only: Checkbox
• HTML Tag: Additional attributes to the field HTML tag
• Visibility Condition: Conditions upon which the field is visible

Role - Field Permissions

These fields allow you to control who is allowed and who is denied viewing and/or modifying the field.

Notes

For performance reasons the lookup uses a pop-up window.