Adding a lookup field for a user defined custom module

Adding a lookup field for a user defined custom module

A lookup field can be added to a managed entity model (device, asset, location), enabling instances based on that model to link to records of a custom module.

Note: Look up fields for default custom modules are available by default in all instances.

To add a lookup field for a user defined custom module,
  1. Access the Developer Application.
  2. Select Asset or Devices or Location  in the left pane based on the model to which you want to add the lookup field. For this illustration, Device is selected.



  3. Click the name of the model you want to add the lookup fieldto. For this illustration, the device model: Smart Sensor is considered.



  4. Click Configure in the Custom Fields section. This will open the field builder.



  5. Drag and drop the Lookup field in the Fields Palette onto the Device Details section. This will open the add New Lookup form Users can choose any section of their choice.



  6. Provide a Field Label. For this illustration, the name Inspection is provided.
  7. Select the required Custom Module for which the lookup field is added. For this illustration, the Inspection custom module is selected.
  8. Provide a name for the Related List. For this illustration, the name Inspection Records is provided.



  9. Click Save. The lookup field will now be added to the selected section.



  10. Click Cancel to exit the field builder. The lookup field will now be added to the selected model.




With the addition of a lookup field to the model, you can now select records from the custom module and link them with the model's instances.