Manage a lookup

You can create, modify, copy and delete a lookup.

Create a lookup

Create a lookup to define the list of items.
  1. Navigate to System data > Lookups.

    The Lookups page appears.

  2. Click New.

    The New lookup dialog box is displayed.

  3. Enter a Name for the lookup.
  4. Select the Category in which to create the new lookup.

    By default, your working category is selected.

  5. 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."

  6. 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.
  7. At least one lookup item must be specified. To add an item to a lookup, perform the following steps:
    1. Click for Lookup items.
    2. Enter a Name for the item.
    3. Click Add.

      The item is added to the lookup items list. You can update and delete the items as needed.

    4. 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.

    5. Add other lookup items as needed.
    6. To change the display order of the lookup items, use the and on the column header.
  8. Click Save.

Maintain a lookup

  1. Navigate to System data > Lookups.
    The list of lookups are displayed.
  2. 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 .

  3. To modify a lookup:
    1. Click the lookup to modify.
      The Edit lookup dialog box is displayed.
    2. Make changes as needed.
    3. Click Save.
  4. To copy a lookup:
    1. 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
    2. Make changes, such as rename the lookup and change the category.
    3. Click Save.
  5. To delete a lookup, on the context menu of the lookup to delete, click Delete.
    On confirmation, the selected lookup is deleted.