Use the Lookups tab to configure lookups, dashboards, and grid views for the hubs.
Contents
| Field | Description |
|---|
| Allow user to automatically retrieve records in lookups
|
If you select this check box,
DPS controls whether or not records are automatically retrieved when users open lookups. If the option is not selected,
DPS does not retrieve records automatically on lookups.
You can determine whether
DPS retrieves records automatically when
you open a lookup. To do this, click
My Preferences on the title bar. On the General tab of the My Preferences dialog box, select the
Automatically retrieve records when opening lookups option.
If your company has a large database, you may decide against selecting this option because retrieving records may take some time.
|
| Search on Active
employees only when using
employee quick lookup
|
Select this check box to display only active
employees when using the search function of the
Employee quick lookup.
If you use multiple companies and select this option, the lookup will also include the company code for each active
employee record. This is useful when an
employee is associated with multiple companies and you want to limit the search.
|
| Search on
client name and
contact name in
contacts hub quick lookup (only search on
contact name when unchecked)
|
Select this option to search for a
contact using the
client name and to include
client names in the search results when searching via the
Contacts hub lookup.
|
| Use lookup limits
|
Select this check box to control the number of records displayed at one time in the results grid in a lookup dialog box. This setting affects all lookups. If your enterprise has a large database, you may want to limit the number of records displayed because retrieval may take some time.
When you select this check box and enter a number in the
Maximum number of records field below the check box, the following items display on a lookup dialog box after you click the
Search button:
- Show Results (x-xx) displays above the results grid on the right side of the lookup. It helps to know your place in the list of records since you cannot see or scroll through them all at one time. Use the right or left arrow beside this text to scroll through and view the next or previous set of retrieved records in the lookup grid.
- Get Total Rows text displays in the lower right corner of the lookup. Click the text to display the total record count for the search results. The
Get Total Rows text is replaced with
Total Rows.
|
| Maximum number of records
|
If you selected the
Use lookup limits check box, enter the maximum number of records to display at one time in the results grid of a lookup.
|
| Use Dashboard lookup limits
|
Select this check box to limit the number of records that display at one time in the grid for dashparts. In the field below this check box, enter the maximum number of records to display at one time. These settings affect all dashparts. However, they apply only when Saved Searches are used in dashparts.
|
| Maximum number of Dashboard records
|
If you selected the
Use Dashboard lookup limits check box, enter the maximum number of records to display at one time in your dashparts. When you set this limit, you click on the dashpart's
<<Previous X Records or
Next X Records >> hyperlink below the grid to view the next or previous group of records (X is the maximum number of records you can view at a time).
|
| List View Settings section: Maximum fields selected
|
Enter the maximum number of fields that you want to be able to see in the List View in the hubs. In a hub, you select any of the fields that you want included in the List View, up to the number that you specify here.
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