How to set viewable columns in a reference field on a form

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Eric K3
Kilo Guru

‎03-23-2016 11:09 AM

On the incident form, when clicking in the Caller field to search/choose a user, you are given a list of the users' full name and email address.

On other forms, when clicking in the Opened by field, which references back to User table, you are also given the full name and email address.

Where do these config options come from? What if I wanted to also list the user's middle name?

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Ken83
Mega Guru

‎03-23-2016 11:22 AM

Once you click on the caller field and you get the little popup window, right click the header of one of the columns and select Personalize > List Layout. That will allow you to add/remove additional columns that you want to see. If you don't have the proper access, this option won't be available. And by 'proper', I mean admin.


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Eric K3
Kilo Guru
In response to Ken83

‎03-23-2016 11:42 AM

Thank you. That is the solution for when the user clicks on the magnifying glass to bring up the popup window.



What I need is to be able to list more than one field in the 'auto suggest' when a user just clicks in the field and starts typing. Specifically, a field that references the Service Offerings table, I would like to list not just the name of the service offering but also the Support group.


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