General Description
Users are authorized to search for individuals and retain their corresponding organization names along with personal names. Searches may be performed for both internal and external individuals and organizations. The resulting data is read-only and is not linked to the underlying entity.
Field Illustrated
Lookup - Entity and People field, displayed in Edit Mode (above)
Lookup - Entity and People field, showcasing the pop-up window for locating individuals (above)
Lookup - Entity and People field, demonstrating a completed Field (above)
Note: Only the name of the selected entity is retained. It is not associated with the underlying object.
Field Options
- Lookup Role IDs - This field specifies which roles are to be included in the lookup, as defined by the Role ID.