Create a lookup

See Lookups.

  1. On the Home page, click Data > Lookup.
  2. Consume the Category to create the new lookup.
  3. Enter a Name and Description.
  4. Enter the text to display as a Prompt.

    A prompt is a message directing the user to perform an action, for example, "Please select."

  5. To translate a lookup or create a multilingual lookup, click Yes for Multilingual (default: No). See Translate a lookup and Create a multilingual lookup.
  6. To add a new item to a lookup:
    1. Enter a Name for the item.
    2. Click Add Add.

      The item is added to the list.

    3. To make the item the default selection, select the default button for the item.
    4. Add other lookup items as needed.
  7. Click Save.

    The system creates the lookup in the default language which is the language used by your system.