The Reference field selects a record in another app. This creates data relationships, think of it as a bridge between apps that need to pull information from another database. Take, for instance, an invoicing application. If you're invoicing a company and need to include their details, instead of manually entering their data every time, you can enter it once in the reference database. Then, when creating an invoice, simply select the company using the Reference field. The required fields will auto-populate with the standardized information, ensuring consistency and saving time.
To see more on the Basic Information, please click here
Reference App: Select the application from which you intend to pull data.
Reference Report: Appears once an app is selected
- This displays a list of available reports from which you can extract data.
- Your selected report determines the options that appear in the selection panel when you access the Reference field.
- The underlying filter on your chosen report governs which records are available for lookup.
Note: If you find a report useful but wish to modify its filter without altering the original, simply duplicate the report, hide the original, and then make your edits. The duplicated report will still be available as an option in the dropdown.
Current App Field:
- This is the field in your current app used for matching with the database you're referencing.
- Example: If referencing a company, use the Company ID.
Note: Always use a unique identifier to prevent displaying duplicate entries.
Reference App Field:
- This field, located in the Reference App, is used for comparison with the Current App Field.
- Ensure this is of the same data type as the Current App Field for accurate matching.
Note: When specified, the selectable options in the Reference field will be filtered. Only those records where the values in the Reference App Field match the current record's Current App Field value will be displayed.
Reference Field Mappings
When transferring information from the Reference App to the Current App, each piece of transferred data is termed a 'mapping'.
How to Add Mappings:
- Navigate to the Field Mappings section.
- Click on the 'Add' button (highlighted below) to create a new mapping.
Key Components of Mapping:
- Identifier: Functions as a unique tag or label for each mapping within the set of Field Mappings. Operates similarly to a field ID, helping distinguish each mapping.
- Reference App Field: Represents the specific field in the Reference App containing the data you wish to transfer. This is the source of the data you're moving to the Current App.
- Current App Field: Refers to the specific field in the Current App where the data from the Reference App will be placed. This is the destination where the transferred data will reside.
Note: Each mapping ensures a precise and organized transfer of data from one field in the Reference App to its designated field in the Current App.
Note: The title field of the app is used in the display in workspace so its important to make sure the app you are referencing has a title field.
To see more on Named Styles, please click here
Example of drop-down usage, for this to appear you need to make sure there are searchable fields in the target app.
Example of the more items screen