Creating a reference field

Promita Das1
Tera Contributor

Hi,

I want to create a reference field "Policy" in a Control form.

The records of policy is dependent on control objective. If a user select "abc" control objective (example) , then its associated policies should show up in the look up list. Control Objective can have more than one policies.

 

How can I achieve this

PromitaDas1_0-1671539685098.pngPromitaDas1_1-1671539722837.png

As you can see, the selected control objective has only one policy. So this one policy(as per example) should be shown in the lookup list of policy field present in control.

4 REPLIES 4

Community Alums
Not applicable

Hi @Promita Das1 ,

You have to do it on the Control Objective Level itself.

Use the "Edit" Option to select more than 1 policies, then you can find those on your lookup in control form level.

 

Promita Das1
Tera Contributor

There is no relationship for the "Policy" field present in control.
It is a customized field created by me.

I want to achieve that relationship only, which is mentioned by you
 

Sebas Di Loreto
Kilo Sage
Kilo Sage

@Promita Das1 

I think this is relatively easy by:

  • Right click on top of the policy field and select "configure dictionary"
  • Then go to the "reference specification" section. Most likely reference already says "policy" (or something like that) since you are looking for policy records when you click on the magnifying glass.
  • On "use reference qualifier" enter ADVANCED
  • Then enter the reference qualifier: javascript: control_objective=current.control_objective;
    I assume the name for "Control objective" is control_objective. If not correct it please.

SebastianDL_0-1671542783538.png

 


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Not working
As it is an m2m relationship.