A place is a record in the optional places master: a named geographic location such as a city, state or country, which can sit under a parent place to form a hierarchy. Its only use is as the target of the city lookups on addresses and documents: the City lookup on a contact address, the Billing City and Shipping City lookups on accounts, and the matching lookups on quotes, opportunities, sales orders, invoices, delivery orders, service orders, purchase orders and bills. When a document takes its address from a contact address or the account, the city lookup is copied along with the street and the text city, but the printed one-line address is built from the text city only. Places are not part of any shipped app and have no shipped list, form or record page, no places are shipped, and nothing in xMatix reads the hierarchy, the place type or the level. On the web, the shipped forms use the text City picklist rather than this lookup. Some shipped mobile forms (new invoice, purchase order and opportunity) show a billing city lookup that picks from places, so it lists only the places a tenant has added.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
Level | Level | Number | | An optional number for the place's depth in the hierarchy. Not set automatically and not read anywhere in xMatix. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The place's name, for example a city name. This is what city lookups show and search on. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentPlaceId | Parent Place | Lookup → Place | | The place that contains this one, for example a state for a city. Optional and informational: nothing in xMatix reads the hierarchy, so a city lookup does not filter by parent and no rollup uses it. |
PlaceType | Place Type | PickList | | What kind of place this is: City, District, State, Country, Locality, Territory or Region. Optional and informational; city lookups do not filter on it, so a lookup labelled City lists places of every type. Values: City, District, State, Country, Locality, Territory, Region. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | Not stored for places; a value written here is not saved. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
