Default Record Picker Options

These options are applied by default to all columns referred to this table.

The Default Record Picker defines what record values are used as choices (abbreviated entries) to simplify record selection and make it intuitive for users. By default, the Name Column values are used as abbreviated entries.

To set the Default Record Picker options

Click the Setup link in the top right corner of the window.

Choose a table and click a corresponding tab at the top of the window.

From the menu in the main frame select Tables > Table Properties.


Default Record Picker Option

Description

Filter

The Filter section is intended to set the filter criteria for the records that will be displayed in the reference column.

  • To be able to view all records from the master table, select All Records option;
  • To be able to view only specific records, select the Only records that meet certain criteria option and set necessary filter criteria in the fields displayed below;
  • To be able to see only records filtered by the specified formula, select the Custom formula option and configure a necessary formula in the fields displayed below.

Sorting

The Sorting section is intended to set the sorting order for the records displayed in the reference column:

  • Select the Default Sorting option if you want the records to be sorted by the key column;
  • Select the Custom Sorting option if you want the records to be sorted by the specified criteria and set necessary criteria in the fields displayed below.

Columns

The Columns section defines how records will be displayed in reference columns created in the other tables. Here you can choose columns that will be used for presenting the list of related records. Such list is displayed, when a user edits the reference column data.

  • Select the Name Column option, if records should be presented by Name Column text information;
  • Select the Custom Columns option, if records should be presented by specific column values. When the Custom Columns option is chosen, you can select necessary columns in the field opened below.

Moreover, when Custom Columns are selected, their values are displayed as a record title on the form and in the recycle bin listing.

Next: Override default record picker