A detailed guide on using the Object Picker field (Single or Multiple) to create flexible, direct references from one Object to another, including how to filter the available options.
Object Picker
field is designed for creating flexible, non-hierarchical references between Objects. It allows one Object
to point to one or more other Objects
anywhere in the system, providing valuable context.
🧊 Project
Object can “cite” or “reference” a 🧊 Customer
Object and a 🧊 Contract
Object. These referenced Objects don’t belong to the project; they are independent entities that are simply being pointed to for context.Data Field
to your Object Type
’s Data Screen
.
Objects
are independent. A single 🧊 Customer
can be referenced by many different 🧊 Projects
, 🧊 Support Tickets
, and 🧊 Invoices
simultaneously. The referenced Object
doesn’t “belong” to the Object
that is referencing it.Data Field
. This means you can make it required, add help text, and control its visibility.Object Picker
is the ability to pre-filter the choices available to the end-user. You can use UQL to ensure users can only select from relevant Objects
(e.g., “only allow selecting 🧊 Customers
in an ACTIVE
status”).Object Picker
fields to choose from, depending on your architectural need:
Single Object Picker:
Used for many-to-one or one-to-one relationships. For example, a 🧊 Support Ticket
can reference only one 🧊 Customer
.Multiple Objects Picker:
Used for many-to-many relationships. For example, a 🧊 Marketing Campaign
could reference multiple targeted 🧊 Customer Segments
.📋 Function
, select the Object Type
you want to add the reference to (e.g., 🧊 Support Ticket
) and go to its Data Fields
section.+ Add Field
to create a new Data Field
.Single Object Picker
or Multiple Objects Picker
from the field type dropdown.Objects
a user is allowed to select from. This ensures data integrity by preventing users from picking irrelevant items.🧊 Support Ticket
with the specific 🧊 User
who reported it and the 🧊 Product
it relates to.🧊 Meeting
where a 🧊 Project Task
was discussed.🧊 Author
Objects on a 🧊 Blog Post
in a co-authoring scenario.