List View on a Reference Field
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‎08-18-2008 07:28 AM
I'm having a problem defining a view for a list. Basically, this is what happens.
Click a module link to open a list of records, this view works. Click New to get a new form. The view is fine here as well. Then click the magnifying glass on a reference field to open a new window of records for that field. This is where the problem is. No matter what I do, the default value for a user that comes up is some sys_ref view and all they see is the sys_id's of the records.
How do I fix this????
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Service Mapping
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‎08-18-2008 07:36 AM
When you click on that mag glass, and it takes you to another window with a list view. In that window you can right click on the header and personalize list layout. That will display the fields from that table you like.
Lastly, if you select a record and all that shows up in your ref field is a sys id, that means you need to set a field as display. This wiki article should help you with that.
Let me know if this is what you are looking for.. Thanks
Ian
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‎08-18-2008 07:39 AM
A mag-glass lookup uses the sys_ref_list view of a list. Have you tried personalizing it?
If you've done so with the gear icon, try undoing that by clicking the gear and selecting "Reset to column defaults" and saving. Then personalize the list view with the context menu (right-click the header).
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‎08-18-2008 07:45 AM
oh my gosh... thank you!
You know, that's like the one thing I didn't do. I was always customizing the thing on the separate module, and personalizing it for myself on the popup.
You have saved me from going insane 🙂