Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Selecting and Displaying Objects

Selecting and Displaying Objects

Within a step, you may want your users to select one or more object. You can display this information in a variety of ways:
  • A pop-up search dialog for searching for objects by name
  • A picklist from which they can select one object
  • A multi-select picklist for selecting more than one
  • A table of objects, and you can select which of the object's fields it should display in separate column
    If only one object can be selected, Guide Designer adds a column containing radio buttons; otherwise, it adds checkboxes.
Note
: If you are just displaying one object, you can display the object's fields as a one-row, multi-column table.
By default, Guide Designer displays a search dialog box when users are searching for information for fields that can be updateable. You can override the default and tell Guide Designer to display object information using either a picklist or table. Picklists and tables are populated using a query that filters the possible objects down to just those that should be presented. For example, Guide Designer could show only the contacts that are associated with an account.
You can customize the fields being shown for each object. If only one field from these objects is displayed, Guide Designer shows this information as a list. However, if you are displaying more than one (for example, a lead's first and last name), Guide Designer shows each within its own column in a table.
Note
: Object queries are not available when the field you are updating can reference more than one type of object (that is, the
Reference To
control within the
Field Properties
dialog includes multiple object types). If this is your situation (that is, you cannot use a regular query), you must select and use an advanced query.


Updated February 11, 2021