Field Type: Relation

Relation field allows you to create fields where you select relation to an item in eWay-CRM. It is appropriate for creating a relations, for example if you want to have up to date contract (document) related to a company, etc..

Create Field and Set Its Attributes

You can set specific attributes when you are creating the field (values in the picture are only examples):

Name Mandatory field that sets also the title of the field that will be displayed in the dialog.
Modules Select for what modules will be field created.
Required Set that all users must fill this field.
Important Set that all users will be informed that the field is empty if not filled before saving.
Unique Set that all users must fill this field with a unique value.
Read Only Set that all users see this value but will not be able to edit it.
Description Optional description of the field.
Related Table It is the list of modules you can create relation with - the list is different due to the module you are creating custom field for.