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

Add a Field

You can extend the information that appears in your reference field criteria and results by adding additional fields. For example, when users add an asset, they can search by model name and description to find the model describing the asset. You can configure the model reference field and add the Asset Family, Class, and Company Name fields to the reference field criteria and results to make it easier for users to find the model when defining the asset.

Note: When your assigned role has permissions to configure the object, you can complete this task.

To add a field to the reference field criteria and results

1. Click the tab and optional subtab for the object that you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the page is enabled.

3. In the Configuration Information area of the page, complete the following steps:
   1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
   2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.

      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. Click Save Configuration.
5. Next to the field, click the Lookup Field icon.

   A list of fields in the reference field criteria and results appears.

6. (Global configurations only) Click Add Fields.

   The Add Fields dialog appears.

7. Select the fields to add to the reference field criteria, results, or both.
8. Click Save.
9. Click Save Configuration.

   The field appears in the reference field criteria and results.