Custom Field Type: Select One - Internal People Dropdown List

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General Description

User is able to look up internal people and store a single name. The resulting data is read only and not linked to the underlying entity.

Field Display

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


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


Cf soip ex3.png
Select One - Internal People field, in General Settings with Role Id criteria (above)


Field Options

Option Description Format
Custom Field ID The unique ID number associated with the custom field. Not Applicable
Field Type The list of available Field Types. @fieldtype@
Field Name The name of the field, used internally to reference the user's input; @fieldname@
Caption  The leading question or prologue before the field. @caption@
Display Order  The order (relative to other fields) in which this field is displayed. @displayorder@
Description Definition and general description of the custom field. Will not be displayed. @description@
  • 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