The a and record picker auxiliary elements allow users to fill in fields of the Reference, List, and Document ID types.
For reference fields, you can set up a reference qualifier that will be applied to the record in autosuggest and record picker. With the reference qualifier, you can filter out some records that will not be available for selection, or, vice versa, leave a few records for selection.
If you specify that the reference qualifier is fixed (Reference qualifier fixed=true), this filter cannot be changed in the modal window.
See more in the Reference Fields article.
Autosuggestion
If you know the display value of the record you need to refer to in the reference field, use the autosuggest. To do so, complete the following steps:
- Enter a few characters, one or more words, that are contained in the display value of the necessary record to trigger the autosuggest.
- Click the necessary record in the drop-down list to add a value to the field.
Record picker
If you do not know the display value of the record you need to refer to in the reference field, use the record picker. To do so, complete the following steps:
- Click the magnifier icon to the right of the field.
- In the window that appears, select the necessary record from the list of record of the referenced table. If the table is opened from the List field, you can add several records to the field by selecting checkboxes to the left of the records and clicking Select items.
Create a record via the reference fields
You can create a new record in the table via the reference field. The new record will be added to the table to which the field refers. To create a record, click the plus icon to the field right. When the record is created, the field will be filled with its value.