General Description
The user is able to search for external individuals and save their names (multiple selections allowed). The resulting data is read-only and is not associated with the underlying entity.
Field Illustrated
Lookup - External People field, in Edit Mode
Lookup - External People field, lookup pop-up window for locating individuals
Lookup - External People field, in View Mode
Note: Only the name of the selected entity is retained. It is not linked to the underlying object.
Field Options
- Lookup Role IDs - The lookup can be limited to specific roles within the system by entering role IDs, with multiple role IDs separated by commas.
- Disable Lookup Button - The lookup button will be removed. If this option is toggled, any text entered into the box will automatically generate a list of matching individuals from which a name can be selected.