Reference Field

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. System Name and Field type are fixed on selection.

b. On the Reference Module drop-down, select a module. * All available modules are listed here.

c. On the Reference Field drop-down, select a field that will be used to link the record.

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

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

b.  Multi-value - this field allows more than 1 selection.

c.  Sortable - this field can be used for sorting on the lists.

d.  Show in Quick Create - this field is available on the Quick Add Form for associated objects.

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.