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Finding Field Names in Lucernex

You may need to view the database name of a field when creating custom JavaScript, when making an API call, or when reviewing data in DataMart. There are several methods you can use to find these database field names.

ClosedFind a Field Name on a Form or Page Layout

To find a field name on a form or page layout:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Do one of the following:

    • Click Manage Forms link in the Company Administration column.

      The Manage Forms page opens.

    • To find a field name on a page layout:

      1. Click Manage Page Layouts link in the Company Administration column.

        The Manage Page Layouts page opens.

      2. Select the appropriate tab at the top of the page.

        The tab you click depends on what kind of page layout you are working with. For more information about page layouts, see the Manage Page Layouts page.

  3. Click Build Layout link in the Actions column of the form or page layout you want to view.

    The Page Layout Editor opens.

  4. Find the field whose database name you want to view.

  5. Click Ellipses button A small square gray button with an ellipses on it. in the field cell.

    The Edit Field window opens.

  6. Find the Lx Script Name label at the bottom of the Edit Field window.

    The database field name appears to the right of the Lx Script Name label. It follows the format tablename.fieldname.

ClosedFind a Field Name in a Report (Old Report Builder)

To find a field name in a report:

  1. Click Reports in the toolbar in the upper-right corner of the window.

    Toolbar, with the Reports button boxed in orange to make it more visible.

    The Reports page opens.

  2. Find the report that contains the field whose database name you need.

  3. Click Edit - old link.

    The Report Builder window opens.

  4. Click Edit link to the right of Step 4 - Field List and Details.

    Step 4 of the Report Builder opens.

  5. Find the field whose database name you want to view.

  6. Click Edit link in the Actions column of the field.

    The Edit Item window opens.

  7. Find the Lx Script Name label in the top-right corner of the Edit Item window.

    The database field name appears below the Lx Script Name label. It follows the format tablename.fieldname.

    Note:

    For form fields, disregard the text in parentheses.

ClosedFind a Field Name in a Report (New Report Builder)

To find a field name in a report:

  1. Click Reports in the toolbar in the upper-right corner of the window.

    Toolbar, with the Reports button boxed in orange to make it more visible.

    The Reports page opens.

  2. Find the report that contains the field whose database name you need.

  3. Click Edit link.

    The Report Builder opens.

  4. Do one of the following:

    • Use the Show Lx Script Name toggle.

    • Click Pencil icon A small gray icon that looks like a pencil on a piece of paper. to the right of the field in the Fields pane

      The script name appears in the upper-right corner of the Edit Item window.

ClosedFind a Field Name on the Manage Data Fields Page

Note:

You cannot find form fields using this method.

To find a field name on the Manage Data Fields page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Data Fields link in the Company Administration column.

    The Firm Fields page opens.

  3. Do one of the following:

    • If you want to look at firm-specific fields, proceed to step 5.

    • If you want to look at global fields, click Global Fields tab.

      The Global Fields page opens.

  4. Find the field whose database name you want to view.

    You can click Expand All link at the top of the page and then use your computer's find function to find the field by its user interface label.

  5. Note the values in the 2nd and 6th columns.

    The 2nd column contains the field name, and the 6th column contains the database table name.

ClosedFind a Field Name on the View Object Model Page

Note:

You cannot find user-defined form fields using this method.

To find a field name on the View Object Model page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click View Object Model link in the Data / PS Tools section.

    The View Object Model page opens.

  3. Select the database table you want to view from the Show Table Details for field.

    Important!

    Selecting All Tables from this field may cause the system to lag. Consider applying other filters first, to narrow your results.

  4. Select one of four options:

    • All — Returns all field types.

    • Editable — Returns only editable fields.

    • Math — Returns only math fields.

    • Computed — Returns fields whose values are calculated by the system.

      For example, the ExpAccrualAcct1Number is editable on the CodeExpenseType table, but computed on the AccrualTransaction table. This is because the value of the ExpAccrualAcct1Number field is configured by the user on the expense type record, and the value is pulled onto the accrual transaction by the system.

  5. If you want to view fields which were added in a specific release, select the release number from the Added field.

  6. If you want to view fields which were modified in a specific release, select the release number from the Modified field.

  7. Select between two options:

    • Global and Firm Fields: Displays both fields created in the firm and default fields in Lucernex

    • Global Fields: Displays default Lucernex fields only

  8. Find the field whose database name you want to view.

    The fields are sorted in alpha-numeric order by their database field name.

  9. Take note of the database table name in the header of the table and the field name in the 1st column of the table.

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