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Custom Field Type: Lookup - Organization and People

1,063 bytes removed, 21:20, 4 December 2018
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<u>'''Field Display'''</u> ==General Description==
'''Field in Edit Mode'''[[User]] is able to look up people and store their organisation names and individual names. Both [[Internal]] and [[External]] people and organisations can be searched. The resulting data is read only and not linked to the underlying [[Entity|entity]].
==Field Illustrated==[[Image:Cf31Cf_lep_ex1.png]]<br /> '''Lookup Pop-up window for locating people'Entity and People field, in Edit Mode (above)''
[[Image:Cf32.png]]
'''Completed Field'''
[[Image:Cf33.png]]
<u>'''General Description'''</u>
[[User]] is able to look up people and store their organisation names and individual namesImage:Cf_lep_ex2. Both [[Internal]] and [[Externalpng]] people and organisations can be searched. The resulting data is read only and not linked to the underlying [[Entity|entity]]. <ubr />'''Field Options'Lookup - Entity and People field, illustrated is the pop-up window for locating people (above)'' </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>'''Services'''</u>
* '''Enable Map Service'''[[Image: 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 fieldCf_lep_ex3.png]]<br />* '''Enable Lookup - Entity and People Search Service''': displays the search Internet icon next to the field name that will launch , illustrated is a variety of search services and display the contact details from those services* completed Field (above)'''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
<u>'''Field Formatting Options'''</u>
* '''WidthNote:''': Determines Only the width name 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 selected entity is stored. It is not linked to the field HTML tag* '''[[Visibility Condition]]''': Conditions upon which the field is visibleunderlying object.
==Field Options==All common options:<ubr />'''[[Custom Fields - General Information #General_Settings|General Settings]]<br />[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Role Permissions & Availability]]<br />[[Custom Fields - Field PermissionsGeneral Information #Classic Options|Classic Options]]<br />For further information, please refer to [[Custom Fields – General Information]]'''.<br /u><br />Options listed below are specific to this particular field type.<br>
These [[* '''Lookup Role Field Permissions|fields]] allow you IDs''' - This field specifies which roles to control include in the lookup (specified by [[the Role]] who is allowed to view and/or modify the fieldID).
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
* ''Only present within the [[Universal Tracking Application]]''
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.
==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.
[[Category:Custom Fields]]{{CustomFieldPageFooter}}
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