CLM How to add search-help for extension field(New Company Field) in MA.

[Former Member]

Hi all,

     Based on demand,I need to extend a new field(Company) in Master Agreement.

But I do not know how to add search-help for this field,just like User Accont page.

Anyone can help me ?thank you very muck.

Regards,

JackyCheng

[former_member190023 · Accepted solution]

Hello Jacky,

To combine all the answers above and have a topic-based reply please go through the below steps:

#1. Inactivate the current extension field Company (I see it is actually a String value and this is not what you want to have)

#2. Go to Setup -> System Setup -> Extension Reference Types

• Check if you already have a Company reference type

• If not, create a new Extension Reference Type for Class Company. Fill in all required information.

#3. Create a new Extension Attribute

• Select Data Type: Object Reference
• Now you can add the Company type as reference

Regards,

Bogdan Toma

[Former Member · Accepted solution]

HI,Bogdan,

     Thank you for your answer to solve my problem.

Regards,

Jacky Cheng

[Former Member]

You need to create the new field data type as Object Reference and select User Account under Object Reference. Please see below.

[Former Member]

Pawan,

Just wondering, does this also make the extension field show up in the drop down list in the search combo box or is there a different method for that?

Thanks,

Mike

[Former Member]

Hi Mike,

No it wont, if you select Datatype as Object Reference then you will get a picker window to select values when you access the field in a record . But if you select Datatype as value list then you will get a drop down list.