Manage a lookup
You can create, modify, copy, and delete a lookup on the Lookups page.
To open the Lookups page, navigate to .
Create a lookup
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Navigate to
.
The Lookups page appears.
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On the
Lookups page, click
New.
The New lookup dialog box is displayed.
- Enter a Name for the lookup.
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Select the
Category in which to create the new lookup.
By default, your working category is selected.
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Optional. Enter the
Description for the lookup and text to display as a
Prompt.
A prompt is a message directing the user to perform an action, such as "Please select."
- By default, the system creates a lookup in the language of your system. To create a multilingual lookup, or translate a lookup, select Multilingual (default: Clear). See Create a multilingual lookup and Translate a lookup.
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At least one lookup item must be specified. To add an item to a lookup, perform the following steps:
- Click for Lookup items.
- Enter a Name for the item.
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Click
Add.
The item is added to the lookup items list. You can update and delete the items as needed.
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To make a lookup item as the default selection, select the
Default check box for the item.
Click Reset defaults to reset the default selection.
- Add other lookup items as needed.
- To change the display order of the lookup items, use and on the column header.
- Click Save.
Modify a lookup
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On the
Lookups page, to display the lookups within a specific category, select the category on the
Category list.
Alternatively, to display a specific lookup, enter the name of the lookup in the Search field and click .
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Click the lookup to modify.
The Edit lookup dialog box is displayed.
- Make changes as needed.
- Click Save.
Copy a lookup
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On the
Lookups page, on the context menu of the lookup to copy, click
Copy.
The New lookup dialog box displays the copy of the lookup prefixed with "CopyOf_<lookupname>1"
- Make changes, such as renaming the lookup and changing the category.
- Click Save.
Delete a lookup
To delete a lookup, on the context menu of the lookup to delete, click Delete.
On confirmation, the selected lookup is deleted.