Create custom fields of the type Involved to allow users to quickly add involved parties, such as claimant, insured, to a project record. Involved field values can also be used in the auto naming patterns for projects.

In the end-user interface, this field appears as a contact search module field in the edit mode, and as a hyperlink in read-only mode. By clicking the hyperlink, the user is linked directly to the selected contact record.

Points To Remember

Keep the following points in mind when working with Involved fields:

•Fields of the type Involved can be created only for custom objects.

•To create a custom field of type Involved, you have to select a specific involved role. This is the role of the contact that the user selects in this field.

When you select this field type on the Custom Fields tab of an object definition, another drop-down list appears that lists all roles (categories) from the associated Involved object definition.

•When defining an Involved custom field, you can also associate a specific search view with the field. This search view appears when the user opens the search module for this field to select a contact.

•When the user selects a contact in this field in the end-user interface, the following changes occur:

oOn the Involved tab of the project, a new Involved record is automatically added for this contact.

oOn the Involvement tab of the selected contact record, an entry is added. This tab lists all projects in which the contact is involved.

Search Views for Involved Custom Fields

When defining a custom field of type Involved, you have the option of setting a specific search view to be displayed when the user opens the search module for the field. The search views available for you to select are those search views which are marked as available for use in search modules in the Contact Object Definition, including both Person and Company Search and Company Search Only search views. For details about these settings, see Defining General Search View Information.

The way that the search module for your custom field of type Involved appears to your users depends on your settings as a solution developer:

•If you want users to always use the same search view in the custom field, then select that search view when defining the custom field.

•If you want users to be able to select which search view to use in the search module for the custom field, you must do the following actions:

a.Select None in the Search View field when defining the custom field. This option is selected by default.

b.Ensure that each contact search view that you want users to have available in search modules is set accordingly (see the General Tab on Search View Screens table).

The available search views are listed in the user's search module in the Current View drop-down list, sorted according to each search view's Order.

•If only one contact search view is available for use in search modules, then the available search view is used automatically in the search module. Also, users do not have the option to select a different search view.

This field is created like any other custom field. For details, see Creating Custom Fields.