There are two use cases in searching for records within an add or edit screen. Typically you are searching for records that exist within another Business Area:
- Search for a single record and copy all, or a subset of its field values into the current record
- Search for one or more records and copy field values from a number of records into new related issues.
The basic principal is that you embed a search layout into an add or edit screen layout. The results from the search are returned into a second embedded layout. The user can then select one or more results from this layout, and copy the required results into their destination.
There are two examples of this feature:
- This page gives assistance on how to configure this feature so that you can return a single search result into field values within the current issue
- This page gives assistance on how to configure this feature so that you can set up the results from one or more search results as related issues to the current issue.
