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Pickers filter data based on a number of different factors to enable improved performance.

  1. Referenced Record

  2. If the Record is Active or Inactive

  3. Picker Context

Referenced Record
Anchor
Reference
Reference

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Pickers are always associated with specific data. If the User clicks the magnifying glass iconImage Removed image-20240430-131553.pngImage Added , they will get a grid with the columns specific to that Picker. The Autocomplete function will search all of the columns that are in the grid that opens when the User attempts to use it. This allows a User to search for things like the Part Number or Manufacturer in an Equipment Catalog Picker for example.

If the User begins to type into a Picker they can make use of the autocomplete function to quickly enter data when the User knows there is only one or very few items to select from. Autocomplete will only trigger after at least three characters have been typed into the Picker. For example, if the User wants to select the Owner - Contact "Bering, Myka", they can type "Ber" or "Myk" autocomplete Picker exampleImage Removed image-20240430-131631.pngImage Added  and the autocomplete function will trigger and fill in the Picker with "Bering, Myka". autocompleted Picker exampleImage Removed image-20240430-131705.pngImage Added  In this example, there is only one exact match for the Owner, which is why it auto fills into the Picker.

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If the User wants to see all of the results beyond 10, then the User can click on the magnifying glass iconImage Removedimage-20240430-131558.pngImage Added  on the Picker. This will load the search that is entered by the User into the Picker, into the Search box of the Picker, which further reduces the results to that search. In this example, "phone" is entered into the picker. Once the User clicks the Picker's magnifying glass iconImage Removed image-20240430-131601.pngImage Added , the Picker opens with "phone" entered into the Search bar automatically. In this example, we can see that there are "15" records that match

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Any time there is an Equipment Catalog selected in a Picker, the Catalog's image will be visible in the tool-tip. Other Pickers, such as for the Service Catalog or Location fields, have tool-tips that display the full field name.

 tool tip exampleImage Removed

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This change only applies to Equipment Catalog pickers.

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