Record Picker - When application users look up a value in the record picker,
they'll see a dialog box that looks like this.
In some situations, QuickBase refers to a record, but can't display all the information a record contains, so it displays only one or two fields. This occurs when a record appears on your recently viewed records list, or when you create a relationship between tables and QuickBase offers a dropdown to let users choose a record from the master table. The abbreviated entries that represent a record in these situations is determined by the Record Picker Fields you specify for the table.
By default, QuickBase uses the content of the key field to populate the record picker, but the key field rarely means much to users. For example, do you know your coworker's employee ID number? No, but you probably know her last name. You can configure the record picker to show fields that help users identify records more easily. In fact, you can specify up to three fields to display.
Record Picker - When application users look up a value in the
record picker,
they'll see a dialog box that looks like this.
To choose fields for the record picker:
In the table bar on any application page, click the table containing the records whose display you want to configure. Within the menu that appears, select Customize --tablename-- table > Properties.
On the left side of the tab, click Record Picker Fields.
Within the Properties box on
the left, click Edit.
The Table Properties page displays.
Select fields to display in the Record Picker
View.
Within the Record Picker View section of the page,
click the first dropdown and select a field that you want to display
in the Record Picker. If you want to add another field, select it
from the second dropdown list. Likewise, if you want to add a third,
select it from the last dropdown.
To see what the Record Picker will look like, click preview.
When you're satisfied with the results, click Save.