Manage a lookup
You can create, modify and delete a lookup.
Create a lookup
Create a lookup to
define the list of items.
-
Navigate to
.
The Lookups page appears.
-
Click
New.
The New lookup dialog box is displayed.
- Enter a Name for the lookup.
-
Select the
Category in which to
create the new lookup.
By default, your working category is selected.
-
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, for example, "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.
-
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.
-
Click
Add.
The item is added to the lookup items list. You can update and delete the items as needed.
-
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 the and on the column header.
- Click Save.
Maintain a lookup
You can modify and delete a lookup.
-
Navigate to
.
The list of lookups are displayed.
-
To modify a lookup, do the following:
-
Click the lookup to modify.
The Edit lookup dialog box is displayed.
- Make the changes as needed.
- Click Save.
-
Click the lookup to modify.
-
To delete a lookup, on the context menu of the lookup to delete,
click
Delete.
On confirmation, the selected lookup is deleted.