Columns (Custom lookups)

1. Description

Allows configuring the structure of fields in a custom lookup (Fig. 1).

The tab consists of the following elements (Fig. 1):

1. Columns registry (Fig. 1.(1));

2. Save button (Fig. 1.(2));

3. Close button (Fig. 1.(3));

4. Search field (Fig. 1.(4));

5. Add column tool (Fig. 1.(5));

6. Delete tool (Fig. 1.(6)).

1.1. Columns registry

The registry (Fig. 1.(1)) displays a list of all columns in the lookup:

• Checkbox column;

• Title column;

• Type column;

• Position column;

• Move tool;

• Edit tool;

• Deletion tool.

1.1.1. Checkbox column

Used to select one or more entries. An additional removal tool appears next to the search field after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears.

It contains the Yes, No, and close ( ) buttons.

• Clicking the Yes button deletes the entries.

• Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

Fig. 2. Confirm deletion modal window

1.1.2. Title column

Displays the name of the column that will be shown to users in the lookup.

1.1.3. Type column

Shows the type of data that will be stored in the column.

1.1.4. Position column

Displays the sequential order number of the column in the table.

1.1.5. Move tool

The icon allows you to change the display order of fields in the table by dragging and dropping.

1.1.6. Edit tool

The icon is used to modify the column title. After clicking it, a modal window opens (Fig. 3).

1.1.7. Delete tool

The icon is used to permanently remove a column from the configuration. After clicking it, a confirmation modal window opens (Fig. 4).

1.2. Save button

After making changes, click the Save button (Fig. 1.(2)). Without clicking the button, the changes are not saved.

1.3. Close button

The Close button (Fig. 1.(3)) exits the tab and returns the user to the Custom lookups tab.

1.4. Search panel

The search field (Fig. 1.(4)) allows you to quickly find a column by its title.

1.5. Add column tool

To create a new column, click the icon (Fig. 1.(5)).

A modal window Add column (Fig. 5) will open. It contains the following elements:

• Title field;

• Code field;

• Type field;

• Object field;

• Required switch;

• Default value field.

1.5.1. Title field

Required field, the name of the field.

1.5.2. Code field

Required field. A unique identifier that may include only Latin letters (A–Z, a–z) and digits (0–9) and must start with a letter.

1.5.3. Type field

Required field. A parameter that defines the data format stored in the column. Available options:

• Text — a field for text values;

• Number — a field for numeric values;

• Select — a list allowing the user to choose only one value;

• Multiselect — a list allowing multiple values;

• Calendar — a field for selecting a date;

• Boolean — a switch that allows you to set two states: enabled / disabled .

1.5.4. Object field

Selection of another lookup whose values will be used when filling this field.

1.5.5. Required switch

Enabling the switch means that the field becomes mandatory to fill in.

1.5.6. Default value field

The field is mandatory to fill in.

The default value type corresponds to the selected custom field Type (text, number, select, multiselect, calendar).

1.6. Delete tool

Used to delete a column with confirmation via a modal window. It becomes active after selecting the checkbox next to a column.

When hovering over the delete button , a tooltip with the tool name appears . After clicking, a confirmation modal window opens (Fig. 6).

Clicking Yes deletes the column and all its records. Clicking No closes the modal window without deleting the column.

2. Opportunities

2.1. Add column

2.2. Delete column

2.3. Delete several columns

2.4. Edit column