Record Selector Type Record

This record selector type copies field values from any info area to the current one. The user can search for a specific record and copy values by selecting the record. You can also use this function to link records.

The following example shows how to define that different persons or companies are linked to relationships:

  1. Define a List control for your source field group in FI and KP. The source field group is the field group from which the values are copied from and defines the fields that are shown in the Record Selector's result list. If you also want to copy fields that are not be displayed in the list (e.g. FI-StaNo, FI-SerNo, KP-StaNo, KP-SerNo.), enable Hide Field in the Field Attribute area.
    • For the FI info area:
      1. Define a List control, in the following example FI:Select.

      2. Enter the following functions in the Function field of the following fields:
        Field Function
        Company Company
        FI-StaNo CoGr
        FI-SerNo CoNo
      3. In the Search control of the same field group you can define the fields that are searched in the database (i.e the fields displayed in "ghost text" in CRM.pad's search field).

      4. Add a Search&List configuration for your source copy field group:

        The name of this Search&List configuration is used in the record selector's definition.

    • Define the same items for the KP info area:
      1. Define a List control, in the following example KP:Select.

      2. Enter the following functions in the Function field of the following fields:
        Field Function
        Last Name LastName
        FI-StaNo CoGr
        FI-SerNo CoNo
        KP-StaNo PeGr
        KP-SerNo PeNo
      3. Search&List configuration:

  2. Define the Edit control of the target field group. The user can call the record selector from this control.

    In this example, the target field group is the PB field group of the PB info area:



  3. Enter the following functions in the Function field to define the field values that are copied from the source field groups. Use the following syntax:

    Related:<FunctionName>

    Replace <FunctionName> with the Function ame you entered in the corresponding source field group.

    Field Function
    Company Related:Company
    FI_1_StaNo Related:CoGr
    FI_1_SerNo Related:CoNr
    Last Name Related:LastName
    PE_1_StaNo Related:PeGr
    PE_1_SerNo Related:PeNo
  4. Define the record selector by adding two context menu actions (one calling the record selector for FI, the second one for KP) and assign the RecordSelect action, >> RecordSelect.
    • Context menu action for companies (FI):



    • Context menu action for persons (KP):



  5. Switch to the Edit control's field group (you previously created) of the target info area (in this example, PB). Enter the desired context menu action name in the desired field's the Select-Function field.