Configuring a Lookup Window

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Friday, June 1, 2012PrintSubscribe
Configuring a Lookup Window

All foreign key fields are assigned the Lookup item style by default. In edit mode, lookups are rendered as a link within a textbox. The next screenshot shows Customer Company Name and Employee Last Name lookups.

Employee Last Name Lookup field rendered as a link within a textbox.

If you click on the link, the lookup modal window will open.

Lookup Modal Window for Employee Last Name.

The lookup is a full featured Code On Time grid, with sorting, adaptive filtering, Quick Find, and Advanced Search available for use in order to help you find the right lookup item.

Sorting, filtering, Quick Find, Advanced Search are available in the lookup grid.

When you click on an item in the grid, that item will be inserted into the field. You can use the Eraser icon to the right of the Lookup link to clear the field.

Click on the Eraser icon to the right of the Lookup link to clear the field.

When the field is cleared, the text (select) will be displayed.

An empty lookup field will display a link to activate the lookup.

You can click on the New Record icon to the right of the textbox to create a new lookup item in a modal create form.

Click on the New Record icon to the right of the textbox to create a new lookup item.