|Doc Type||The document type to which the reference can apply. If left blank, the reference will be available for all Doc Types.
Note: If you want a Doc Type to exclude those references common to all Doc Types. use the ExcludeCommonChoices rule group (see KBA-01023).
|Reference||The label for the reference.|
|Rollup||The name of the rollup, if the reference has one. Rollups can be used in custom reports.|
|Active||Whether or not the reference can be used and selected in sfPMS.|
|Reference Like||Type the first characters or use the wildcard (%) to find one or more specific References.|
|Doc Type||Select a Doc Type from the drop-down list.|
Global Reference Filter
|Description||Type the first characters or use a wildcard (%) to find one or more specific global references.