How to control which field will be displayed on a reference field

Alon Grod
Tera Expert

Hi,

i have the field customer name of type reference to sys_user table in my record producer 'Create Incident'. When the user create new incident from the portal and he needs to choose a specific user for the customer name field, i want to displayed specific columns (name, email, hirerachy). Right now the user see (name and email). I want to the table dicitionary and in the displayed columns everything marked as false. How can I display a combination of name, email and hireracy fields?

1 ACCEPTED SOLUTION

Vedhavrath_Kond
Tera Guru

Hi @Alon Grod ,

 

Here you got two use cases,

 

1) The columns you would like to see in the pop-up list view when you click on the magnifying glass.

2) When you type any text, the columns visible in the suggestions

 

If your use case is 1: Click the reference field "Magnification" icon to open the list pop-up view. Now click the configure menu of any one of the visible column on the column header and navigate to Configure>List Configure. Select the fields to be appeared in the list view and there order and save the configuration.

 

If you are looking for 2: Go to the dictionary of the field and look for the attributes field. If you can't find it, click on the Advanced Related link button and the attributes field will be visible. Now paste the below text in the attributes "ref_Ac_columns=user_name;email;hirerachy"

 

If there is any existing attribute put a comma ", " and then paste the above text and save.

 

Please mark my response as helpful if it solved your issue

View solution in original post

4 REPLIES 4

Samaksh Wani
Giga Sage
Giga Sage

Hello @Alon Grod 

 

You can create a View for the Table, where you can show them limited field as you want.

 

Plz Mark my Solution as Accept and Give me thumbs up, if you find it Helpful.

 

Regards,

Samaksh

Rahul Talreja
Mega Sage
Mega Sage

Hi @Alon Grod ,
Please follow the steps in the KB article.
How to configure the list layout for a reference field popup view - Support and Troubleshooting (ser...
Hope you get your desired result.

Please mark my response correct/helpful as applicable!
Thanks and Regards,
Rahul

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hello @Alon Grod 

Greetings!

what user sees on reference variable is defined by variable attribute.

go to that customer name variable from record producer, and find the attribute set there. if variable attribute is not visible, change the form layout to bring the variable attribute.

add your heirarchy field, after name and email so that it appears on the form.

RaviChandra_K_0-1689262799983.png

Screenshot_20230716_174955_Chrome.jpg

please mark the answer as correct and helpful based on Impact.

 

Kind Regards,

Ravi Chandra

Vedhavrath_Kond
Tera Guru

Hi @Alon Grod ,

 

Here you got two use cases,

 

1) The columns you would like to see in the pop-up list view when you click on the magnifying glass.

2) When you type any text, the columns visible in the suggestions

 

If your use case is 1: Click the reference field "Magnification" icon to open the list pop-up view. Now click the configure menu of any one of the visible column on the column header and navigate to Configure>List Configure. Select the fields to be appeared in the list view and there order and save the configuration.

 

If you are looking for 2: Go to the dictionary of the field and look for the attributes field. If you can't find it, click on the Advanced Related link button and the attributes field will be visible. Now paste the below text in the attributes "ref_Ac_columns=user_name;email;hirerachy"

 

If there is any existing attribute put a comma ", " and then paste the above text and save.

 

Please mark my response as helpful if it solved your issue