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How to Add a Reference Field

1.  From any module, click Customize Module button from the List or inside a record.

2.  Click on any insert field "+" icon. Drop-down list displays.

3.  Click New Field then select Field type = Reference Field

4.  New Field dialog box opens.

a.  a.  System Name and Field type are fixed on selection.

b.  b.  On the Reference Module drop-down, select a module. All aiable modlmoduleis. listeAll available module is listed here.
c.  On the Reference Field drop-down, select a fieldname : All available field from the selected module is listed here.

5.  Below are additional properties that can be set by checking the checkbox:

a.  Required - this will make the field mandatory for value.

b.  Read only - this is usually used for computation or default values.c.  Multi-value - this field allows more than 1 selection

6.  Click Submit.  Field is inserted on the top of the form.

7.  The fields can be re-positioned and organized by drag and drop to desired position on the form.

8.  Click Save.  Changes are saved but users do not see it on the form yet.

9.  Click Apply Changes.  Changes will be reflected on the form and published to all users.