HowTo:Display Customer Data in an Order as a Read-Only Field

The following example describes how to display read-only fields from the Customer object in an Orders record. To do this, a Lookup Field is added to the Orders object, that is based on Customers. Next, Customer fields are selected to be available for lookup. Finally, the Lookup-Derived Fields are placed in a Form in the Orders object.

1. To add a Customer-based Lookup Field to the Orders object:
   • Click Designer > Data > Objects > Orders
   • Click the Fields tab and add a Lookup Field (see instructions at Create a Lookup Field). Use the following parameters, and click the [Save] button to save your changes.

   Label

   Customer

   Display Type

   Lookup

   Object Name

   Customer

   Field Name

   The field for the lookup

2. To select the Customer fields to be available for lookup:
   • Click the Fields tab to open the fields list
   • Select the Customer field

   • In the Update Custom Field window, select the desired fields

   File:Lookupderived.gif

   • Click [Save]
3. To add Lookup-Derived Fields to the Section
   • From the Elements Sidebar, click the Pick Existing tab to see the list of Customer fields available
   • Click and Drag the fields from the list into the desired section
   • Arrange the fields as desired
   • Click [Save]
4. From the Customer object, add an order, which adds a new record to the Order information section

In the Related Information section of the Customer Object, see the orders listed:

File:Relatedcontact.gif

Order Information in the Customer Object

Open an order to see the Lookup-Derived Fields

File:Displaylookupfield.gif

Lookup-Derived Fields

Learn more: Lookup-Derived Fields