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.

Override Record Picker

The Record Picker options are described below:

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

If you are using a custom formula, the Related column prefix enables you to reference columns on the other side of the relationship in filter conditions for summary columns and relation-specific record pickers. Refer to this blog article for usage examples.

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

A reference column always participates in a relation, therefore if you adjusted the Override default record picker options in such relation, the same settings will be displayed in the corresponding reference column and vice versa.

You can override the default record picker and set specific options for the master records’ selection directly in a reference column. Just activate the Override default record picker option in the reference column settings.

For instance, in the record picker settings, pick Custom columns and select the "Company" and "Country" columns.

Override Record Picker

As a result, in the dropdown of the "Client" reference column, you can see that the records contain the Company name and the Country:

Record Picker example