Difference between revisions of "Custom Field Type: Lookup - Organization and People"

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<u>'''Field Display'''</u>
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==General Description==
  
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'''Field in Edit Mode'''
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[[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]].
  
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[[Image:Cf31.png]]
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==Field Illustrated==
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[[Image:Cf_lep_ex1.png]]<br />
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'''Lookup Pop-up window for locating people'''
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''Lookup - Entity and People field, in Edit Mode (above)''
  
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[[Image:Cf32.png]]
 
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'''Completed Field'''
 
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[[Image:Cf33.png]]
 
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<u>'''General Description'''</u>
 
  
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[[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]].
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[[Image:Cf_lep_ex2.png]]<br />
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''Lookup - Entity and People field, illustrated is the pop-up window for locating people (above)''
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<u>'''Field Options''' </u>
 
  
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* '''Display Order''': The order (relative to other fields) in which this field is displayed
 
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* '''Tab Name''': Displays the field under a given tab
 
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* '''Field Name''': The name of the field, used internally to reference the user's input
 
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* '''[[Caption]]''': The leading question or prologue before the field
 
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* '''Button Label''': Text to be displayed on the field's button
 
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* '''Allow Empty''': This checkbox allows the field to be left empty
 
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* '''Searchable''': This field can be searched within the tracking application
 
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* '''Track Changes''': Keeps track of changes made to this field
 
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<u>'''Services'''</u>
 
  
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* '''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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[[Image:Cf_lep_ex3.png]]<br />
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* '''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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''Lookup - Entity and People field, illustrated is a completed Field (above)''
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* '''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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<u>'''Field Formatting Options'''</u>
 
  
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* '''Width''': Determines the width of the field
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'''Note:''' Only the name of the selected entity is stored. It is not linked to the underlying object.
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* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
 
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* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over
 
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* '''Read Only''': Checkbox
 
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* '''HTML Tag''': Additional attributes to the field HTML tag
 
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* '''[[Visibility Condition]]''': Conditions upon which the field is visible
 
  
  
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<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u>
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==Field Options==
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All common options:<br />
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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>
  
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These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
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* '''Lookup Role IDs''' - This field specifies which roles to include in the lookup (specified by the Role ID).
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<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
 
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* ''Only present within the [[Universal Tracking Application]]''
 
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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.
 
  
  
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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.
 
* 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.
  
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{{CustomFieldPageFooter}}
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[[Category:Custom Fields]]
 

Latest revision as of 17:20, 4 December 2018

General Description

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.

Field Illustrated

Cf lep ex1.png
Lookup - Entity and People field, in Edit Mode (above)


Cf lep ex2.png
Lookup - Entity and People field, illustrated is the pop-up window for locating people (above)


Cf lep ex3.png
Lookup - Entity and People field, illustrated is a completed Field (above)


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 - This field specifies which roles to include in the lookup (specified by the Role ID).


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.
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