Contents
- Platform: Fields lookup settings
DocTrix Platform for SharePoint 2016
- General information
- Organizational structure settings
- Departments
- Roles
- Employees
- Search for items in the organizational structure
- Export organizational structure
- Import Organizational structure
- Integration of organizational structure with external data sources
- Import organizational structure from external sources
- Platform: General Settings
- Platform: Workflow Settings
- Platform: Nintex Workflow Settings
- Platform: Managing Subordinate Lists
- Platform: Linked task list settings
- Platform: Linked discussion settings
- Platform: Field availability settings
- Platform: Dynamic field settings
- Platform: Forms Designer
- Platform: List Counters Settings
- Platform: Export to Word settings for item
- Platform: Export to Word settings for list
- Platform: Fields lookup settings
- Platform: Control of data uniqueness
- Platform: Back references
- Platform: Ribbon button settings
- Platform: Buttons settings
- Platform: Tabs settings
- Platform: Item linking settings
- Platform: Manage an access to List Views
- Platform: Setting Preview Options
- Platform: Column width settings
- Platform: Highlighting list items
- Platform: List view filter settings
- Platform: QR-codes and Watermarks printing settings
- Platform: Electronic signature settings
- Platform: Required fields settings
- Platform: Item task display settings
- Platform: Calculated parameters of condition editor
- Platform: Passing Values Management
- Platform: Item access management
Platform: Fields lookup settings
DocTrix Platform for SharePoint 2016 >
Work with the Platform list > Manage Platform List Options > Platform: Fields lookup settings
Platform: Fields lookup settings
The «Platform: Fields lookup settings» page is designed to configure the automatic filling of form fields with data from reference books, organizational structure, and user profiles.
On the list options page, select «Platform: Fields lookup settings». The following options are available on the settings page:
- Content type. Allows you to customize for each type of content. If you select the «All content type» mode, the same settings for automatic filling in of values will be applied for all types of content in the list.
- Page mode. Allows you to customize the forms for creating and editing elements. If you select the «All» option, the same settings will be applied for all forms.
- Use common rules (specified if custom settings are made for the content type or page). If you select «No» for the specified content type and / or page mode, individual settings will be applied.
- Lookup rules. To create a new rule, click the «Add new item» button. In the form that opens, fill in the «Lookup field» parameter. When you fill in this field in the card, the corresponding rule of automatic filling in the values will work.
The field specified in the «Lookup field» must be made dynamic.
Set the source-receiver field mappings to perform the substitution, for which click the «Add new item» button. In the form that opens, fill in the parameters.
- Source field. Specifies the list field from which the value will be inserted.
As a substitution field, a list field of the type «Lookup», «User or group», «Platform: Lookup» or «Platform: User or group» can be selected.
- Receiver field. Specifies the field of the current list in which the value will be inserted.
The settings of the fields specified in the «Source field» and «Receiver field» parameters should be completely identical. Otherwise, in the «Receiver field» parameter the drop-down list will be empty.
If it is necessary that when filling in the field of substitution in the card, several fields are filled in, then for each combination of the source-receiver fields a separate entry is created in the field matching section:
