Custom Field Type: Select One - Internal Organization Dropdown List

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

Select One - Internal Entity field, in Edit Mode (above)

Select One - Internal Entity field, in View Mode (above)

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 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

• Visibility Condition: See the Visibility Condition Wiki page.
• Field Permission Matrix: See the Field Permission Matrix Wiki page.
• Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
• Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
• Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)