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  • 1.  Type-Ahead"" Search Picker

    Posted 01-31-2019 23:07
    I created a case to get early access to type-ahead search picker.  However, when I edit the form for related record fields (lets call it Related Contact) based on a record picker, it does not show the fields as it used to. When I click inside the Related Contact field, the record picker fields are there, but once selected, the field only shows the contacts name (first record picker) not the other two - email and phone.  Is there a way other than creating another field that shows when editing the form all the record picker fields in that Related Contact field?


  • 2.  RE: Type-Ahead"" Search Picker

    Posted 01-31-2019 23:11
    The form sets what fields are used for the record picker.  If its set to use the default record picker then double check your default record picker fields in the Advanced Properties for the table.

    If that is misbehaving for some reason, then simply make and unfiltered report wth the correct columns and sort and set the form to use that report for your drop down type ahead field.