Difference between revisions of "Lookup-Derived Fields"
imported>Aeric |
imported>Aeric |
||
| Line 26: | Line 26: | ||
#:*In the Update Custom Field window, select the desired fields | #:*In the Update Custom Field window, select the desired fields | ||
#::[[Image:lookupderived.gif|none|thumb]] | #::[[Image:lookupderived.gif|none|thumb]] | ||
#*Click | #*Click '''[Save]''' | ||
#To add Lookup-Derived Fields to the Section | #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 | #*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 | #*Click and Drag the fields from the list into the desired section | ||
#*Arrange the fields as desired | #*Arrange the fields as desired | ||
#*Click | #*Click '''[Save]''' | ||
#From the Customer object, add an order, which adds a new record to the ''Order information'' section | #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: | :In the Related Information section of the Customer Object, see the orders listed: | ||
Revision as of 23:52, 22 November 2011
Lookup-Derived Fields are based on Lookup fields, and allow record data from a second object to be displayed in the first object. Lookup-derived fields are presented as "read-only" data in the object, and cannot be modified.
For example, when Object B contains a Lookup field that relates to Object A, Lookup-derived fields can be selected that display as read-only fields (from Object B) within a record in Object A.
- Examples
- Display a Customer Address in an Order record
- Show a list of components associated with a service or product merchandise
- Show the contact information for an Employee assigned to an IT asset
To add Lookup-Derived Fields:
- Click Designer > Data > Objects > {object} > Fields tab > {lookupField}
- In the Additional Fields to Display section, select additional fields from the Available Fields list, and move them to the Selected Fields column
Example: Display Read-Only Customer Fields in Orders Records
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.
- 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
- 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
- Click [Save]
- 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]
- 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.gifOrder Information in the Customer Object
- Open an order to see the Lookup-Derived Fields
- File:Displaylookupfield.gifLookup-Derived Fields
