Default Record Picker Options

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

The Default Record Picker defines which 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:

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

2. Choose a table and click the corresponding table name in the list on the left.

3. From the menu in the main frame, select Table > Table Properties.

Filter

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

• All Records: to view all records from the master table.
• Only records that meet certain criteria: to view only specific records where you can specify the necessary filter criteria in the fields displayed below.
• Custom formula: to see only records filtered by the specified formula, select the option and configure a necessary formula in the fields displayed below.

Sorting

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

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

Columns

This 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 a list is displayed when a user edits the reference column data.

Select one of the following settings:

• Name Column: if records should be presented by Name Column text information.
• Custom Columns: 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.

Default Record Picker values displayed on the Record Form:

Default Record Picker values displayed in the Recycle Bin: