Defining a Record Pointer Field Type

When creating the field type, set the Data Type to 'Record Pointer'. Next you can define the set of record types to which this record pointer can point by clicking Select Record Types.

Note. If you don't select a particular record type to point to (e.g. in cases where you don't know in advance what type of record might be referenced), the pointer field will be 'unconstrained' or 'untyped', which means the user can select any record from the pointer field.

Select one or more target record types:

When you have made your selection, click Insert Selected. The target record type(s) are shown in the Target record types field:

Note. To modify or clear the selection, click Select Record Types again, and make any changes.

Usage

To add a record pointer, click in the Pointer field. The Find Record dialog is displayed:

You can use the Filter fields to locate the record types you wish to constrain the list to. The Selected radio button is useful in conjunction with the ‘all groups’ filter to see exactly what has been selected. If you need to, you can create a new record type from this screen using the Define New button (see Define Record Type). Click Clear to remove your selection.

Click on a record to select it. The selected record is added to the Record Pointer field:

The content of the pointer field shows the title of the record to which the pointer points (titles may be 'constructed' from other fields in the record).

If this is a 'repeatable' field, indicated by the icon, you can add additional records to the pointer field, as required.

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