Apptivo allows you to associate the information from one app to another app. If you have any information which has to be mentioned in the record of any other app, you can use the Reference App fields to get the job done. Apptivo allows you to search the records using Reference App fields in Advanced Search header.
For Instance: Let us consider adding an attribute in the Contacts App as a reference app field in the Customers App.
- Go to Settings → Customize App → Master Layout → Customers. Here, drag and drop the Ref App and Ref App Field to the layout.
- The Ref App Field is renamed as Contact Status using the Inspector tab.
- You can click on the Ref App attribute to view the Inspector tab and associate the reference app as Contacts App.
- Similarly, you can click on the Ref App Field attribute to view the Inspector tab and associate the Reference Object and Reference Field.
- Here, the Status attribute from the Contacts App is added as a reference app field in the Customers App.
- To include Ref app fields in Advanced Search, click on the attribute and navigate down the Inspector tab section. Here, you can see the Advanced Search feature is enabled.
- Now, when you perform an advanced search using the search header. You can search using the Status reference app attribute.
- The data will be filtered according to the specified status. Here, active.
