Configuring the User Interface › How to Configure the User Interface › Reference Field Configuration

Reference Field Configuration

You can define your own reference fields and add them to objects to extend the product and enhance how users enter information for the objects that they manage. When you define a reference field, you can reference an existing object, or define a new object.

• Define a reference field to an existing object to standardize on a common set of values that the user can select when defining an object. For example, when defining an asset, you want users to select the specific terms and conditions for an asset and select an approved general ledger code. In this example, you define two reference fields to standardize the terms and conditions and general ledger codes the user can select when defining the asset.
• Define a reference field to a new object to establish a relationship between people, companies, assets, and so forth. For example, when defining and managing vendors, you want the user to assign a service rating to each vendor and select a quality rating (one through five stars). In this example, you define one reference field to record the quality rating when defining and managing vendors.

You can define reference fields for models, assets, legal documents, costs, payments, model parts and pricing, contacts, companies, organizations, locations, and sites.

After you define a reference field, you can configure the field by completing the following tasks:

• Add a field to the reference field criteria and results
• Remove a field from the reference field lookup criteria and results
• Make a previously-hidden reference field appear
• Move a reference field to a new location