Override default record picker

You can override the default record picker and set specific options for the master records selection in a relation or in a reference column.

To override the default record picker in a relation, edit this relation and check the Override default record picker checkbox.

The Record Picker options are described below:

Record Picker Option

Description

Filter

The Filter section is intended to set the filter criteria for the master table records.

  • 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 master table records:

  • 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 allows you to select which columns will be used for presenting master table records. These column values will be displayed as record abbreviated entries, 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.


Next: Displaying Details