Creating a manager lookup field
Creating a Manager lookup field on the Application object enables Sage People to set the value of the new Team Member's Manager and Department, where the department is the same as the manager's department.
- Go to Setup > Objects and Fields > Object Manager
- In the list of Custom Objects select the Label for the Applicationobject.
- Select Fields & Relationships.
- On the Fields & Relationships page select New.
-
Create a new field as follows:
For Select Data Type Lookup Relationship Related To
Team Member
Field Label
Manager
Field Name
Manager
Child Relationship Name
Applications1
...if the lookup record is deleted
Clear the value of this field.
Field-Level Security
Set Visible for all Sage People profiles.
- Select Save.