Difference between revisions of "Custom Field Type: Select One - Internal Organization Dropdown List"

From SmartWiki
Jump to: navigation, search
Line 1: Line 1:
 
 
==General Description==
 
==General Description==
 +
[[User]] is able to look up [[Internal|internal]] entities and store the name – single selection. Internal [[Entity|entities]] are displayed in a combo box. The resulting data is read only and not linked to the underlying [[Entity|entity]].
  
[[User]] is able to look up [[Internal|internal]] entities and store the name – single selection.  Internal [[Entity|entities]] are displayed in a combo box.  The resulting data is read only and not linked to the underlying [[Entity|entity]].
+
==Field Illustrated==
 
 
==Field Display==
 
 
 
 
[[Image:cf_soie_ex3.png|link=]]<br />
 
[[Image:cf_soie_ex3.png|link=]]<br />
 
'' '''Select One - Internal Entity''' field, in '''Edit Mode''' (above)''
 
'' '''Select One - Internal Entity''' field, in '''Edit Mode''' (above)''
Line 20: Line 17:
  
  
+
 
{{FieldOptions}}
 
 
* '''Criteria''': Selects the internal entity based on entered criteria, e.g. ''[[Variable_List#Roles|rolelist]] like "%,12345,%" '' (This will delimit the list of selectable internal entities to those possessing the role with the [[roleID]] of 12345.)
 
* '''Criteria''': Selects the internal entity based on entered criteria, e.g. ''[[Variable_List#Roles|rolelist]] like "%,12345,%" '' (This will delimit the list of selectable internal entities to those possessing the role with the [[roleID]] of 12345.)
 +
 
{{LabelAboveField}}
 
{{LabelAboveField}}
 
{{ToolTip}}
 
{{ToolTip}}
Line 37: Line 34:
  
 
{{Formatting}}
 
{{Formatting}}
 +
 
* '''Width:''' Enables the user to set the width of the Lookup field in pixels
 
* '''Width:''' Enables the user to set the width of the Lookup field in pixels
 +
 
{{CustomHTMLTag}}
 
{{CustomHTMLTag}}
+
 
 
==Value Storage==
 
==Value Storage==
 
{{ValueStoresTo}}
 
{{ValueStoresTo}}

Revision as of 16:21, 6 September 2018

General Description

User is able to look up internal entities and store the name – single selection. Internal entities are displayed in a combo box. The resulting data is read only and not linked to the underlying entity.

Field Illustrated

Cf soie ex3.png
Select One - Internal Entity field, in Edit Mode (above)


Cf soie ex2.png
Select One - Internal Entity field, in View Mode (above)


Cf soie ex4.png
Select One - Internal Entity field, in General Settings with Role Id criteria (above)


  • Criteria: Selects the internal entity based on entered criteria, e.g. rolelist like "%,12345,%" (This will delimit the list of selectable internal entities to those possessing the role with the roleID of 12345.)
  • Label Display: Determines the location of the field caption. Options include: Left of Field, Above Field, No Caption, Hide Caption. Note: this option was previously called Label Display. (See examples here.)
  • Tool Tip: When the user hovers their mouse pointer over the caption of a field, the text in this section will appear.
  • On New Record: Controls how the field should be displayed until record has been saved once.
    • Always Display: Field will be exposed both before and after the record is saved.
    • Hide on New Record: Field will be hidden until record is saved.
    • Only Show on New Record: Field will be exposed until record is saved, and then it will be hidden. This option is useful for fields that provide instructions for filling out forms before saving.
  • SmartField View - Include or exclude this field from SmartField Views (@SmartFields@) or only display this field for SmartField Views. See SmartField View for further details.

Options

General Options

  • Searchable: This field can be searched within the tracking application.
  • Track Changes: Keeps track of changes made to this field.
  • Enable Multiple Select: Enables users to select multiple values from the listed values.
  • Disable Quick Edit: Disables this field from being selectable in Quick Edit on a List View.
  • Disable Field From Global Search: Selecting this option means that the contents of this field will not be displayed in Global Search results.
  • Enable Map Service: Enables the map icon Ps10.jpg that will launch the user’s selected map service (configured in Personal Settings) and display a map of the content of the field.

Formatting

  • Width: Enables the user to set the width of the Lookup field in pixels
  • Custom HTML Tag: Use this field for additional attributes to the field HTML tag.

Value Storage

  • Value Storage: Enables linking two different custom fields to the same user data. See Value Stores To page.

Permissions & Availability Tab