Record Picker Component

Record Picker

Function: a!pickerFieldRecords()

Displays an autocompleting input for the selection of one or more records, filtered by a single record type. Suggestions and picker tokens use the title of the record.

Parameters

Name Keyword Types Description

Label

label

Text

Text to display as the field label.

Label Position

labelPosition

Text

Determines where the label appears. Valid values:

  • "ABOVE" (default) Displays the label above the component.
  • "ADJACENT" Displays the label to the left of the component.
  • "COLLAPSED" Hides the label. The label will still be read by screen readers; see accessibility considerations for more information.
  • "JUSTIFIED" Aligns the label alongside the component starting at the edge of the page.

Instructions

instructions

Text

Supplemental text about this field.

Help Tooltip

helpTooltip

Text

Displays a help icon with the specified text as a tooltip. The tooltip displays a maximum of 500 characters. The help icon does not show when the label position is "COLLAPSED".

Placeholder

placeholder

Text

Text to display in the field when it is empty. Does not show if the field is read only.

Max Selections

maxSelections

Number (Integer)

Maximum number of allowed selections. Once this number is reached, further selections are blocked until a selection is removed.

Record Type

recordType

RecordType

Required, singular. Filters picker to select records of this type.

Filters

filters

List of QueryFilter

List of filters to apply when searching for records.

Display Value

value

Any Type

Array of currently selected records. This will be either a List of Text or a List of Number (Integer), depending on the recordType selected.

Save Input To

saveInto

List of Save

One or more variables that are updated with the array of selected records when the user selects or removes a record. Use a!save() to save a modified or alternative value to a variable.

Required

required

Boolean

Determines if a value is required to submit the form. Default: false.

Required Message

requiredMessage

Text

Custom message to display when the field's value is required and not provided.

Read-only

readOnly

Boolean

Determines if the field should display as not editable. Default: false.

Disabled

disabled

Boolean

Determines if the field should display as potentially editable but grayed out. Default: false.

Validations

validations

List of Text String

Validation errors to display below the field when the value is not null.

Validation Group

validationGroup

Text

When present, this field is only validated when a button in the same validation group is pressed. See the documentation for more information about how to use validation groups.

Accessibility Text

accessibilityText

Text

Additional text to be announced by screen readers. Used only for accessibility; produces no visible change.

Visibility

showWhen

Boolean

Determines whether the component is displayed on the interface. When set to false, the component is hidden and is not evaluated. Default: true.

Notes

  • Suggestions are based on the fields used in the record title. This is equivalent to the search functionality in a feed-style record list.
    • If you are having trouble getting your record picker to work for an expression-backed record, make sure the record list search is working correctly. See the Expression-Backed Record Tutorial for an example of how to configure this.
  • Only records that the viewing user has permissions to see appear in the suggestions list, as determined by the default filters on the record type.
  • All selected record tokens include a link to the record.
  • Any nulls in the array passed to Selected Records are not displayed. A [Not Available] token is displayed for any invalid identifiers in the Selected Records array.
  • The component always saves an array regardless of how many selections have been made.
  • Whether placeholder text clears on focus or input varies by device and browser. Placeholder text does not display on Microsoft Internet Explorer 9.
  • This picker cannot be used to selected records of a rule-backed record type (deprecated).

Examples

The examples below use the "Employee" record type for the purpose of illustration only. If you copy and paste the expression below into an interface definition or Expression Mode, it will not evaluate in your Test Interface. Use it as a reference only.

Select a Record from a Record Type

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=a!localVariables(
  local!storedRecord,
  a!pickerFieldRecords(
    label: "Choose an Employee Record",
    /* For the "recordType" parameter below, replace the record type reference (recordType!Employee)  
     * with a valid record type reference in your environment. 
     */
    recordType: recordType!Employee,
    value: local!storedRecord,
    saveInto: local!storedRecord
  )
)

Displays the following:

Select a Record from a Record Type with a Filter

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=a!localVariables(
  local!storedRecord,
  a!pickerFieldRecords(
    label: "Choose an Employee Record",
    /* For the "recordType" parameter below, replace the record type reference (recordType!Employee)  
     * with a valid record type reference in your environment. 
     */
    recordType: recordType!Employee,
    filters:{ 
      a!queryFilter(
        field: "department",
        operator: "=",
        value: "Engineering"
      )
    },
    value: local!storedRecord,
    saveInto: local!storedRecord
  )
)

Displays the following:

Open in Github Built: Wed, Aug 17, 2022 (01:05:05 PM)

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