Difference between revisions of "Custom Field Type: Lookup - Organization and People"
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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]]. | [[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]]. | ||
| − | <u>'''Field Options'''</u> | + | <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>''' | + | <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 | |
| − | + | * '''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 | |
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<u>'''Field Formatting Options'''</u> | <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 | ||
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| + | <u>'''Role - Field Permissions'''</u> | ||
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| + | These [[Custom Fields UTA Status Permissions|fields]] allow you to control who is allowed and who is denied viewing and/or modifying the field. | ||
[[Category:Custom Fields]] | [[Category:Custom Fields]] | ||
Revision as of 15:06, 4 May 2009
Field Display
Field in Edit Mode
Lookup Pop-up window for locating people
Completed Field
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 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
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
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.
