Introduction
In Empress, you can create and manage business documents in a simplified and efficient way. One of the key features that make this possible is Link Fields. Link Fields allow you to interconnect various documents, creating a dynamic and organized data structure. This guide will show you how to use Link Fields to associate specific items with their respective categories in a sales order.
What is a Link Field and why is it important?
A Link Field is a type of field in Empress that connects one document to another. For instance, in a Sales Order document, the ‘Customer’ field is a Link Field—it allows you to select a customer from an existing list of customers. Link Fields add depth to your data organization, making it easier to track and manage related business information.
How to Use Link Fields
Let’s look at a practical example of using Link Fields. Suppose you want to display an item along with its Item Group in a Sales Order. Here’s how to do it:
Step 1: Open the Customize Form
First, go to:
Home > Customization > Form Customization > Customize Form
Step 2: Select the Document
Next, choose the document where you want multiple fields to be visible in the search field. For this example, select the Item document.
Step 3: Set the Search Field
In the ‘Search By’ field, enter the name of the field you want to include in the search results—in this case, the Warehouse field.
With these changes, when you create a Sales Order, the item selection will display not just the item itself, but also the warehouse it’s stored in.
Summary
Link Fields are a versatile tool in Empress, enabling you to create dynamic relationships between different types of documents. By following this guide, you can enhance your business forms and documents with multiple field visibility. This not only improves user experience but also boosts your data organization efficiency.
Remember, the ‘Search By’ field is your essential tool for customizing your Link Fields. It allows you to specify which additional fields should be visible when selecting an item.
Note: This guide is based on Empress v13. Changes in future versions may alter the process described. Always refer to the most recent Empress documentation for accurate, up-to-date information.