Difference between revisions of "Record Locators"

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'''Designer > Data > Objects > {object} > [Record Locators]'''
#REDIRECT [[Record Locator]]
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The Record Locator option provides the ability to define three types of fields by which you can locate records in objects.
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*[[#Lookup and Search Results Fields|Lookup and Search Results Fields]]
*[[#Record Identifier Fields|Record Identifier Fields]]
*[[#Search Fields|Search Fields]]
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As a good practice, Record Locator fields should always have a value; they should never be empty.
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== Kinds of Record Locators ==
=== Lookup and Search Results Fields ===
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The fields selected in this option define the columns that will appear in the [[Lookup Window]], or in [[Search]] results.
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=== Record Identifier Fields ===
{{:Record Identifier}}
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=== Search Fields ===
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This option defines the field(s) in a record that are used for search. When choosing fields as search fields, it is good practice to choose fields likely to contain unique information and to exclude large text fields, which can slow the process.
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For example, in a ''Parts Inventory'' object, the most likely fields to search are:
*part number
*part name
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Although other fields are available, these fields, for example, would not be "searchable":
*part description
*quantity
*price
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The value(s) in the search field(s) will be used for a maximum of 1024 characters when searching for a match. For example, if two fields are designated as search fields, a Text field of 30 characters and a Text Area field of 2000 characters, the values used in the search will be the concatenation of the 30 characters from the Text field with the first 994 characters in the Text Area field.
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==Updating Record Locators==
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To update an object's record locators:
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#Click '''Designer > Data > Objects > {object}'''
#Click the '''[Record Locators]''' button
#Select the fields you want to use as Lookup and Search Results Fields in the Available column, and click the right-arrow button to move the field(s) into the Selected list. Use the up- and down-arrow buttons to arrange the order in which they appear in the Lookup window (from left to right). These are the columns that will appear in the Lookup window. The name field appears as the default column, which you can keep or remove.
#Select the fields(s) you want to serve as Record Identifier Fields, and move them to the Selected list. These are the fields through which you can link objects together. You can keep or remove the default field.
#Select the field(s) you want to use as Search fields, and move them to the Selected list. You can keep or remove the default field.
#Click '''[Save]'''.<br> The fields you selected are shown.
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:[[Image:Recordlocators-edit.gif|none|thumb]]
<noinclude>
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[[Category:Objects| 5]]
[[Category:{{features}}]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 19:53, 26 August 2013

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