Is there a way to see only objects that are associated with a particular key?

Yes, when you select a Key or Object Field you can click on the three dots to the right of the fields to search/select a Key or an Object. Or you can use to the “Lookup Account” option and this will only show you Keys and Objects that are associated together and populate both fields. 

From right to left, the first description is for your Key and the second for your Object.

Remember to use * as a wildcard to broaden your search.


Show All Answers

1. How do I request access to the system?
2. How do I log in?
3. Are there user manuals to walk me through how to enter something into the system?
4. My workspace is blank and says “Workspace Loading” but nothing is happening, what do I do?
5. I’m receiving too many emails from the system, is there a way to keep the emails from overcrowding my inbox?
6. What is a Security Code?
7. What are Screen Masks?
8. Can records be exported to excel?
9. What information is required to be entered?
10. Why is the Attach button greyed out and unable to be selected?
11. Can I modify what is displayed in grid mode?
12. Is there a way to see only objects that are associated with a particular key?
13. I received the error “Invalid account association in fiscal year”, what does this mean?
14. How do I view jobs that I have run in the past but no longer show up in my Workspace Job Queue?
15. Can I start a record with information and then come back at a later date to complete it?