Record Picker

When tables are related, there is a dropdown in the reference column to let users select records from the master table. The contents of this dropdown are determined by the Default Record Picker. It 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.

You can specify the way how master table records should be selected, when you edit a reference column on the Edit Form. Record Picker provides four modes for master record selection.

Record Picker Modes



When the Browse Choices option is selected, all accessible choices are displayed in a new pop-up window with a possibility of search.




When the Search icon is clicked, all accessible choices are displayed in a new pop-up window with a possibility of search:


With the help of the pop-up window called for the Dropdown with ‘Browse Choices’ option and Type-in with ‘Search’ button, users may both select existing values and create new ones.




The Record Picker mode can be changed in the reference column settings or in the relation settings.

To set the Record Picker mode in the Single-reference column or in the Multi-Reference column:

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

Select a table you need.

From the setup menu select Columns > Customize existing columns.

Click on the Edit button near a reference column and set the Record Picker options.

Select the Record Picker you need and save changes.

To set the selection mode in the relation:

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

Select a table you need.

From the setup menu select Tables > Manage relations

Edit a necessary relation in the list.

Select the Record Picker you need and save changes.

Next: Default Record Picker Options