Auto Completion

From AgileApps Support Wiki

About Auto Completion

When you type three characters into some fields, a list of options appears below the field, allowing you to select the entry you want from the list.

AutoCompleteExample.png

The fields that give you that capability are Lookup fields--fields that "look up" a record from another object. Auto completion is finding records from that object that contain the characters you typed.

When you configure Auto Completion, you specify which fields are searched for the typed characters, and which fields are displayed in the list the user selects from.

Configuring Auto Completion

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Users that have the Customize Objects permission can configure auto completion settings.. 

To configure auto completion for an object:

  1. Go to GearIcon.png > Objects > {object} > Record Locator
  2. Click [Edit]
  3. In Lookup and Search Results Fields, select the fields that are displayed when the user is doing a Lookup.
    Note: The first three fields are used for the Auto Completion display.
  4. In Search Fields, select the fields that are searched for the characters the user entered.
  5. Click [Save]