Browse and reference fields extend request fields with additional lookup and display capabilities.

Go to Workflow > Requests > Request types and select the request type you want to configure, for example Checked task.

In the Fields section, click Add to add a new field, and click Add (Section) if you want to add a new section.

To add the browser field, select a field type according to your needs, for example Free: GUID.

After selecting the field type, scroll down to the Browser section and click the new button to create a new browser for this field.

Alternatively, you can link an existing browser to the current view by selecting it from the list of available browsers, for example ExactSynergyProjects then click the Save button.

After creating the request field, test it by creating a new request of the corresponding type, such as a Checked task, and confirming that the browser field appears in the form. When you open the browser field, you are redirected to the browser view that you created or selected. And the selected project is displayed in the request form.

When you create a new browser, fill in the following fields:

After you have entered the Query, Column info, and other main fields, click Save + Edit column info to open the column configuration screen.

In the left list box, you can change the order of the columns. On the right side, you configure the properties for the selected column. Make sure you select the column from the column drop‑down first.

For each column, you can configure the following properties:

After the query and browser definition are created:

• You can select the browser in a free field whose key type matches the browser key type.
• Example: if the browser is built on table cicmpy with key cmp_wwn of type guid (uniqueidentifier), the browser is only available in request Free GUID fields.

This browser shows all accounts where the person in the request is the account manager.

• Name: AccountManagers

• Caption: Accounts

• TermID: 9 (for “Accounts”, found via: System > Setup > Terms > Search).

• Query:

  SELECT c.cmp_wwn,
         c.cmp_name,
         h.res_id,
         h.fullname
  FROM cicmpy c
  INNER JOIN humres h ON c.cmp_acc_man = h.res_id
  WHERE h.res_id = ?
  ORDER BY c.cmp_name

  The ? parameter is the person (resource) taken from the request.

• Column info (initial): c.cmp_wwn;c.cmp_name;h.res_id;h.fullname After you click Save + Edit column info, you can refine it to:
  c.cmp_wwn,,,,,,2;c.cmp_name,,Name;h.res_id,,Resource Id;h.fullname,,Full name.

• Result columns: c.cmp_wwn,c.cmp_name (key and description used in the browser).

• Query parameters: h.res_id.

• Table list: cicmpy c,humres h.

In the Save + Edit column info screen:

• For column c.cmp_wwn

  • Visible: No (the GUID does not need to be shown).

• For column c.cmp_name

  • Header: Name
  • TermID: 206 (term for “Name”).

  

• In the Browser section, select the AccountManagers browser in a suitable free GUID field.

• Because the browser has a parameter, an additional field Dependency: h.res_id appears with a drop‑down of available request fields. Select the Person field as the source for the parameter.

• Leave Result columns empty in the free field, because they are already defined in the browser.

• Reference URL: CRMAccountCard.aspx?BCAction=1&ID= This link is shown after the browser. It opens the Account Card, and ID is filled automatically based on the selected account.

• Reference SQL: Leave this empty initially so it is generated automatically. If you get a query error with a standard browser, you can define your own query, for example:

  SELECT c.cmp_name
  FROM cicmpy c
  WHERE c.cmp_wwn = @P1

  @P1 is automatically replaced by the selected account ID.

• Show inputfield: Automatically unchecked because the browser key is a GUID users select the value via the browser only. In the request, when the Person field changes, the browser results update accordingly.

This browser shows purchase orders directly from the Exact Globe/Macola back‑office database.

• Name:PurchaseOrderPO

• Caption:Purchase order list

• TermID:490 (for “Purchase order list”, found via System > Setup > Terms > Search).

• Query:

  SELECT po.ord_no,
         po.vend_no,
         v.vend_name
  FROM poordhdr_sql po
  INNER JOIN apvenfil_sql v ON v.vend_no = po.vend_no
  ORDER BY ord_no

  This query reads purchase orders from the Macola purchase order table and joins the vendor table to show the vendor name.

• Column info (initial): po.ord_no;po.vend_no;v.vend_name After Save + Edit column info, you can set: po.ord_no,,PO No.;po.vend_no,,Vendor number;v.vend_name,,Vendor name.

• Result columns: po.ord_no,v.vend_name (key and description).

• Table list: poordhdr_sql.

In the column settings screen:

Quick search column Set to Both. If this is not set, manually typed purchase order numbers cannot be found in the browser.

Domain Set to bkstnr_sub. The domain determines the field length; here, the length is 8, so the order number field is also length 8. If no domain is set, the length falls back to the default Free Text field length.

Because the key ord_no is a text field, this browser can be selected in any Free Text field.

Additional configuration:

• Division Set to Creator (division). The purchase‑order browser will use the creator’s division.

• Result columns (in the free field) po.ord_no,po.ord_no,v.vend_name

  • First po.ord_no is the key.
  • The second po.ord_no and v.vend_name are used in the reference/link.

• Reference URL ICEMPoOrder.aspx?OrderType=N&Division=@Division&OrderNo= This link opens the InterConnect purchase order application.

  • @Division is automatically replaced by the creator’s division.
  • OrderNo is filled automatically based on the selected order.

• Reference SQL

  SELECT ord_no,
         v.vend_name
  FROM poordhdr_sql po
  INNER JOIN apvenfil_sql v ON v.vend_no = po.vend_no
  WHERE LTRIM(RTRIM(ord_no)) = @P1

  @P1 is automatically replaced by the order number.

• Show inputfield Checked. Users can type the order number manually or select it from the browser.

In the request, the browser shows purchase orders and a link to the back‑office application. When the value changes, the reference and displayed data are updated accordingly.

A new Free Text field is added to the request, and the standard SalesOrder browser is selected for this field. The division used by the browser is based on the division of the person in the request. When you open the browser, you can only view the information; you cannot change the browser details because this is a standard browser. By default, the standard SalesOrder browser returns the ordernr column as the result. In this example, we change the behavior by setting Result columns in the request field definition to ordernr,refer. Without this change, the reference/link will display only the order number; after the change, it displays the sales order description instead.

Set the Reference URL to:

LogOrderBO.aspx?Type=V&Division=@Division&Number=

This URL opens the sales order from the Exact Globe back office in Synergy, using the selected division and order number.

In the request, the browser field will show the adjusted description based on the result and reference settings.

You can add a standard Item request field with a fixed selection option. However, this standard selection cannot depend on other request fields. To make the item list depend on another field (for example, an assortment), you can use the browse field option. In addition to free fields having a Browse section (to link your own browser), standard browse request fields such as item1, item2, person, and project also have this Browse section. When you link your own browser there, it will replace the standard browser.

In this example, we create an item browser that depends on an assortment free field. When users browse, only items linked to the selected assortment will be shown.

• Use Free number field 1 as the assortment field, with the standard reference selection Assortments.
• For the standard Item field, create a new item browser named ItemAssortmentsDependency. This browser will replace the standard Item browser.

Configure the browser as follows:

• Query

  SELECT ItemCode, Description
  FROM Items
  WHERE Assortment = ?
  ORDER BY ItemCode

The ? parameter will be replaced by the value of the dependency field, in this case Free number field 1 (the assortment field).

• Column info ItemCode;Description This can be further edited via Save + Edit Column info.

• Result columns ItemCode;Description These define the key and the description shown in the browser; the fields are separated by a semicolon.

• Query parameters Assortment This is the column used with ? in the WHERE clause. It must be linked to the field that the browser depends on (the assortment free field).

• Table list Items This is the table used in the query, including any aliases if required.

After you save the browser and open the Item request field, the Browser section will show a Dependency: Assortment field with a drop‑down list of available request fields. Select Free number field 1 (labeled “Assortment” in this example). Once saved, the Item browser will depend on the assortment field, and only items belonging to the selected assortment will be displayed.

The Reference Field feature shows additional data based on other fields in the request. It can be used without a browser, but it is often used together with a browser to show additional information based on the selected value.

For example, it can be used to show address data, phone numbers, email addresses, or other related information based on the selected value in the browser.

The Reference Field uses an SQL query to retrieve the additional information, and the query can use parameters based on other request fields.

When adding a new request Text field, the Reference Field section is available.

The available fields are:

Example 1 – Email and phone number of a person The example shows the email address and phone number of the person selected in the browser.

Mail and telnr_prv are columns in the humres table for the email address and phone number.

By separating them with + char(13) +, the phone number is displayed below the email address.

The Column name is:

mail + char(13) + telnr_prv

And this is how it looks in the request form:

Example 2 – Address details for the parent account This example shows the address details of the parent account based on the account selected in the browser.

Not every account has a parent account.

The Column name is:

ISNULL(c2.cmp_fadd1,'') + char(13) +
ISNULL(c2.cmp_fadd2,'') + char(13) +
ISNULL(c2.cmp_fadd3,'') + char(13) +
ISNULL(c2.cmp_fpc,'') + ' ' +
ISNULL(c2.cmp_fcity,'')

Join table:

cicmpy c2

Join clause:

c2.cmp_wwn = cicmpy.cmp_parent

The ISNULL function is used in case one of the columns does not have a value, so the result does not return NULL.

And this is how it looks in the request form: