Particular column on a reference field

Southsayer
Tera Expert

Hello team,

I am trying to create a reference fields

Portfolios,

Budget code

Budget ids

Project code 

Project ids

There are referring from a single custom table budget expense.

When I click on their dropdowns, they all are showing me created by. I want to have particular columns for each field. 

For example

On project code, I should see only project codes

Similarly for budget code etc

 

I tried to put the attribute ajax completer but it doesn't work. 

 

What am I doing wrong? 

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3 REPLIES 3

Nilesh Pol
Tera Guru

You're using the ref_auto_completer attribute but haven’t configured the reference display value or reference qualifier properly. Just adding AJAX completer or search attributes won't ensure the correct column shows up in the reference dropdown.

 

hi, 

what do you mean by this --- haven’t configured the reference display value

John Dahl
Tera Guru

By default, the reference field lookups will show the Display Value of the referenced record. I would start by looking at how those referenced tables are defined and which fields are set as the Display Value.

Second, on the table where the reference fields are defined (we'll call that the source), make sure the field attributes are referring to the fields on the referenced table (the target table) and not the local source reference field.

 

For example, if I update the Assigned to (assigned_to) field on the task table, I can add the attributes below to add the email address to the dropdown view:
ref_auto_completer=AJAXTableCompleter,ref_ac_columns_search=true,ref_ac_columns=name;email

 

Then when I expand the field on the task form, it looks like this:

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