Using objects to create dropdown lists

Create fields to reuse the information that is captured by objects, such as the names of locations or the names of SaaS applications, in other objects.  

Let's say that when you add or edit an asset record you want to specify the location of the object. Instead of adding a location field and typing the location of each asset, you can add a field to the assets page that references the location object so that users can select the name of the location from a dropdown list when they add or edit asset records.

Referencing other objects when you add fields to objects has the following advantages:

• Data consistency. 
• Data reuse. No need to enter the same values again. Reuse the information that you already captured.
• Time to value. No need for data entry because the data that you need was already captured.

Scenario

In this scenario, you want to add a list of users to an accessories record.

Procedure

1. Click Configuration > Data model > Field Configuration.
2. From the Objects list, select Accessories.
3. Click Add .
4. Type the name of the field.
5. As data type, select the Users object from the list.
6. Select the following field attributes:
   1. Editable.
   2. Add updates to history. Select this attribute if you want to use the value in a workflow. For example, you might want to use the option that is selected to trigger a workflow.
   3. Click Save.

Result

When you add or update an accessory record, you can select an Oomnitza user from the dropdown list.