Configure reference qualifiers

System administrators can configure reference qualifiers that enable filtering of the associated reference field.

About this task

This task walks you through creating a reference qualifier in the system dictionary. When creating a reference qualifier in the system dictionary, it not only applies to that table, but also to all the children of the table.

Note: You can also create reference qualifiers on extended tables through dictionary overrides. Dictionary overrides only impact the extended table and any of its children, not the parent table.

Procedure

1. Navigate to the reference field on the form or table on which you want to define a reference qualifier.

2. Right-click the reference field label and select Configure Dictionary.

3. Under Related Links, select Advanced view.

   The simple reference qualifier is available in both the default view and the advanced view. The dynamic and advanced reference qualifiers are available only in the advanced view.

4. In the Reference Specification section, verify that the table in the Reference field contains the table that you want associated with the reference field, or select another table if necessary.

5. From the Use reference qualifier choice list, select the reference qualifier to implement.

6. Configure the qualifier based on the type of reference qualifier.

   • Simple: Build the condition using the choice lists.
   • Dynamic: Either select an existing dynamic filter option or Create a dynamic filter option.
   • Advanced: In the Reference qual field, enter an Encoded query strings, JavaScript that returns a query string, or the name of a script include or business rule to run.
   • Complete the Reference Specification — Additional Customization section, as appropriate.

1. Click Update.