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Difference between revisions of "Multi Value Lookup"

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'''Designer > Data & Presentation > Objects > {object} > Form Layouts > Elements'''
'''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms > Elements'''


A Multi-Value Lookup element will appear in the list of elements for a form whenever the object is in a many-to-many relationship with some other object.  
A Multi-Value Lookup element appears in the list of elements for a form whenever the object is in a many-to-many relationship with some other object.
__TOC__
For example, the Orders object is in a many-to-many relationship with Tags, by virtue of the junction table between them. So a field called '''Tags''' is automatically generated in the element list for the Orders object [[Forms|Form]] (and vice versa).


For example, the Orders object is in a many-to-many relationship with Tags, by virtue of the junction table between them. So field called '''Tags''' is automatically generated in the element list for the Orders object (and vice versa).
From the element list, the field can be dragged into a section of the form, at which point the field type will be displayed: '''Multi Value Lookup'''.


Like other Lookups, the Multi-Value Lookup element can be identified by it's magnifying glass icon: [[File:Lookupicon.gif|border]]. Unlike other Lookups, the GUI gives you a checkbox next to each record and lets you select as many of them as you want.
===Using a Multi Value Lookup===


From the element list, the field can be dragged into a section of the form, at which point the field type will be displayed: '''Multi Value Lookup'''.
A Multi Value Lookup element is identified by the stacked boxes icon: [[File:MultiValueLookupIcon.png|border]]. For this field, the GUI gives you a checkbox next to each record, so you select as many of the records as you want.
 
===Sorting and filtering a Multi Value Lookup===
To control the order in which records appear in the display list:
# Visit the [[Junction Object]] that lies between the ends of the many-to-many relationship.
# In the Junction Object, visit the field that does a Lookup to the object that contains the records you want to sort.
# Under [[Lookup#Record_Filtering|Record Filtering]], make selections for the '''Sort by''' field and the '''Sort Order'''.
# Under [[Lookup#Record_Filtering|Record Filtering]] section, filters can be configured in Filtering Criteria.


{{Note| <br>
# '''Filtering Criteria''' value supports static values only. For example, 123, 1, 2, 3, Created By equals '56ca4a5cdc1d49a9ba044cb28ea7f021'.
# Post selection JavaScript is not supported here.
:[[File:Junc obj record filter3.png]]
}}
''Learn more:'' [[Object Relationships]]
''Learn more:'' [[Object Relationships]]

Latest revision as of 06:34, 5 August 2021

GearIcon.png > Customization > Objects > {object} > Forms > Elements

A Multi-Value Lookup element appears in the list of elements for a form whenever the object is in a many-to-many relationship with some other object.

For example, the Orders object is in a many-to-many relationship with Tags, by virtue of the junction table between them. So a field called Tags is automatically generated in the element list for the Orders object Form (and vice versa).

From the element list, the field can be dragged into a section of the form, at which point the field type will be displayed: Multi Value Lookup.

Using a Multi Value Lookup

A Multi Value Lookup element is identified by the stacked boxes icon: MultiValueLookupIcon.png. For this field, the GUI gives you a checkbox next to each record, so you select as many of the records as you want.

Sorting and filtering a Multi Value Lookup

To control the order in which records appear in the display list:

  1. Visit the Junction Object that lies between the ends of the many-to-many relationship.
  2. In the Junction Object, visit the field that does a Lookup to the object that contains the records you want to sort.
  3. Under Record Filtering, make selections for the Sort by field and the Sort Order.
  4. Under Record Filtering section, filters can be configured in Filtering Criteria.

Notepad.png

Note:

  1. Filtering Criteria value supports static values only. For example, 123, 1, 2, 3, Created By equals '56ca4a5cdc1d49a9ba044cb28ea7f021'.
  2. Post selection JavaScript is not supported here.
Junc obj record filter3.png

Learn more: Object Relationships