More fields for Relationship search

Comments

4 comments

  • Bill Carovano

    Hi Bethany

    I have addressed a similar need by adding a new field in the app (the first/top field in the app) that concatenates the other app fields that you want to see in the relationship field drop down.

    The easiest way would be to set this field up as a calculation

    @firstname + ' - ' + @date

    Alternatively, you could use text field instead of a calc field, if you want to use Globiflow to create the concatenated value.

    -Bill

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  • Pete Cuff

    Hi Bethany, you can use a Calculation field to concatenate the information you want into one string at the top of the item.

    Note also that under an app's settings, you can change the field layout for badge, card and reference layout.  In the latter, you can show up to 5 different fields:

    http://screencast-o-matic.com/screenshots/u/hh9M/1521554508666-57362.png

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  • Bethany Anderson

    Thanks Bill, I will work on that as it will be a good work-around I think!  I'm still new at calculations.  I'm surprised support didn't recommend this route.  Oh well.

    I do still hope that they expand this functionality, even if it just matches the "reference layout".

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  • Bethany Anderson

    Thanks Pete.  The issue lies in the searching from the relationship field in another app where you get one piece of data to look at to ensure you select the right thing.  The reference layout is already good.

    The concatenate is working great!

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