Reference Field

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The Reference field consists of two elements: searchable text field and the “Binoculars” button 32. This field can be used when creating a new record or updating existing record to link it to another record. You can also use reference fields to constrain your searches.

If you type the constraint in the text field of a Reference field and press TAB or click out to any other field system will try to automatically look up the foreign record and once its found it will fill the record into the text portion of the Reference field. At the same time, the referenced record may backfill into its corresponding Form (which may not be visible to the User but is available when User switches to another Tab; because of this  feature sometimes it is required to Clear All Tabs in order to perform a new search). 

Once the reference record is filled, the binocular icon will change to 33. By clicking on the Binoculars User can display the Reference Grid (see Grid for more information) and review more detailed information about the reference record: while the text field can display one field from the Foreign record (identifying the Foreign record), the Reference Grid will allow to see more than one field to make sure this is in fact the record you need.

In order to “unlink” the Foreign record from the Parent record press CHANGE button while having the Form populated with the parent record and highlight the text in the field and press delete, once finished press SAVE to break the link between the records.