Self Reference Lookup

An Object can contain a Lookup field that references the Object itself (i.e. a self reference). This configuration is used to build record hierarchies (parent-child relationships between records) which are displayed in a Related Information section.

Examples

• An organization might have multiple subsidiaries, and some of those companies might also have subsidiary companies
• Employees have reporting relationships, to managers and subordinates
• In manufacturing, parts in a component might have subcomponents (or be part of of a larger component)

Considerations

• When a Self Reference Lookup field is added, a new section is added to Related Information

• The new section is named: <object> based Hierarchy View, where <object> is the Lookup Type, or object name; Learn more: About Objects in Lookup Fields
• The new section is added to all the Forms of the object
• By default, this new section is hidden
• When visible, this section displays a hierarchy view of the records

• A Self Reference Lookup field:

• Cannot reference itself, only other records in the object
• Is not supported in Built-in or CRM objects
• Is not supported in lookups to Built-in or CRM objects
• Is not supported in Object Inheritance models
• Can be deleted from the Fields tab in an Object

Add a Self Reference Lookup Field to an Object

First:

1. Click Designer > Data > Objects > {object}
2. Click the Fields tab, click the [New Field] button, and complete the following information:

   Label

   Label to display in the form layout

   Display Type

   Lookup

   Object Name

   Choose the {object} selected in the first step

   Field Name

   Name of the field (Parent {object} is a common choice)

   Section

   Choose a section in the form layout (default selection can be used)

3. Provide any other necessary information in the Basic Information and Display Attributes sections
4. Click [Save]
5. Click [Edit] once again
6. Specify settings in the Display Attributes section.
7. Click [Save]

Note: For a Self-Referencing Lookup, you will generally want to set the Record Selection Type to Hierarchical. However, that option can be selected only after the new self-referencing lookup field has been saved.

Then:

1. Click the Forms tab
2. Scroll to the Related Information Section
3. Click the Display Settings link in the heading
4. Move the object labeled: {object} based Hierarchy View to the Visible Objects area
5. Click [Save]

Create a Self Reference Lookup between Records

1. Navigate to the {object} tab (Company, for example)
2. Edit a record, select a Parent Company from the lookup field and Save the record
3. Select the record designated as Parent Company
4. Scroll down to the Company based Hierarchy View section

Note that child Companies are displayed in the tree, demonstrating the relationships between records in the Company object

Edit an Object based Hierarchy View

To edit an <object> based Hierarchy View:

1. Click Designer > Data > Objects
2. Navigate to the object of interest
3. In the Forms tab, navigate to the Related Information section
4. Navigate to the <object> based Hierarchy View, click the Edit Related Information icon

   

5. Fill in the Object based Hierarchy View settings.
6. Click [Save]
   The <object> based Hierarchy View records are displayed in the Related Information section.

Object based Hierarchy View Settings

Title

Title of the Related Information section

• Pre-populated with <object> based Hierarchy View
• Optionally, change the Title

Fields to Display

Select fields in the list of those Available, and click the right-arrow button to move them to the Selected column; Optionally, click the up- or down-arrow buttons to change the order in which the fields appear

Sort By

Choose a field to determine the sort order of the records, and choose either Descending or Ascending order

Additional Sort By

Optionally, choose a second-level sort

• Choose a field to determine the sort order of the records, and choose either Descending or Ascending order

Display Type

Choose from Tree or Tabular; Tree is default

Tree

Tabular

• If Display Type is Tree, the Mode Type option is displayed
• Mode Type - Collapsed or Expanded; Collapsed is default

Scrolling Window Size

Define the number of rows to display by selecting a Scrolling Window Size; Choose from:

• No Scrolling, Show all Rows
• 5 Records, Scroll Window
• 10 Records, Scroll Window
• 20 Records, Scroll Window
• 30 Records, Scroll Window
• 40 Records, Scroll Window
• 50 Records, Scroll Window

Delete an Object based Hierarchy View

To Delete an Object based Hierarchy View, delete the field that is associated with this Related Information Section.

1. Visit Designer > Objects > {object} > Fields
2. Click the field name.
3. Click [Delete].
   A confirmation dialog opens.
4. Click [OK] to delete the field.

This is a permanent deletion, and cannot be restored.