Lookup fields

Now we will create the “Contacts” item.

Select the “Journals” group in the project task tree and add a new journal in the same way that we created the “Customers” catalog.

First we add the “Contact date” field of the “datetime” type and then “Notes” fields of the “text” type.

Let’s add the lookup field “Customer” field that will store a reference to a record in the “Customers” catalog.

To create a lookup field, after specifying its caption and name, we need to select a lookup item. Select Lookup tab and click the button to the right of the Lookup item input

and double click the record to select it.

The same way specify a lookup field.

In the same way we add the “Firstname” and “Phone” lookup fields. For this fields we specify the “Customer” field as their Master field attribute.

Click the “OK” button to save the “Contacts” item.

As you can see, there are no “FIRSTNAME” and “PHONE” fields in the “CRM_CONTACTS” table. This is due to the fact that we have set Master field attribute of these fields to “Customer”. The “Customer” field will store a reference to a record in the “Customers” catalog and that record have the “Firstname” and “Phone” fields.

When we refresh the project page and click the New button we’ll see that there is a small button to the right of the “Customer” input.

When we click on it and select a record in the “Customers” catalog the fields “Customer”, “Firstname” and “Phone” will be filled.