Fld Org Parent

The Parent Organization field is used to store the name of an associated parent organization. When establishing a Parent Org relationship, only active orgs will appear in the resulting output.

Note that when defining a new set of Organizations, if you intend to define a hierarchy of organizations (ie you plan to populate the parent organization field), you will need to create the higher level organizations first (that is, the parent must first exist if you are trying to associate a child to it).

This relationship is currently honored in conjunction with the Organization Access feature, which allow you to grant access to people or project organizations to each user. By associating a user with a particular organization, they will automatically have visibility into all children organizations as well.

This screen contains "auto-complete" fields (as indicated by the magnifying glass icon displayed along the right side of the field ). This icon is not clickable and is only intended to identify the field as being of type 'auto-complete'.

Data will be populated into these types of fields by selecting existing entries, rather than typing in new entries.

As you enter characters into this type of field, a drop-down box will appear containing existing entries having the supplied characters anywhere within the entry. As additional characters are supplied, the result set will refresh to display a revised list of matching options. Clicking on one of the available values from the drop-down will populate the field with that specific value.

To clear any current value or replace the current value, you will need to manually select the existing entry and again begin typing the characters you'd like to search on (or select and delete the existing entry and then begin typing the new value).

Use the "%" (percent sign) or "_" (underscore) to list all available options.

You may also filter on multiple parameters using the "%" percent sign in the middle of your search string. For example, entering eng%12 in a Project Code field will search for the project where “eng” and “12” are part of the project code.

Do not press on the space bar to get the list of values. For example, when searching the Project Code field, pressing the space bar will give you a list of projects that includes a space in the project code.

There are several properties available to refine the behavior and performance of this feature, including: