Lookups Details

To edit the properties of the selected Lookup table:

1. In the top section of the Lookup Details screen, click the Edit icon. The "Edit Lookup" pop-up window is displayed.

2. Make any necessary changes to the Lookup table properties. 

3. Click save.

To delete a Lookup table:

1. In the top section of the Lookup Details screen, click the Edit icon. The "Edit Lookup " pop-up window is displayed. 

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm. 

To define a Lookup table Parameter:

1. Within the "Parameters" section, enter the name of the Parameter in the "Enter Label" field.

2. Click create. The "Edit Lookup Parameter" pop-up window is displayed. 

3. The "Display Name" field is populated with the value you entered above; optionally edit this value.

4. The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

5. Optionally, enter a description in the "Description" field.

6. Click save. 

7. Repeat the above steps as necessary to define additional Parameters. 

To edit the properties of a Lookup table Parameter:

1. In the Actions column of the desired Parameter, click the Edit icon. The "Edit Lookup Parameter" pop-up window is displayed.

2. Make any necessary changes to the Parameter properties. 

3. Click save.

To delete a Parameter:

1. In the Actions column of the desired Parameter, click the Edit icon. The "Edit Lookup Parameter" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm. 

To define a Lookup table Value:

1. Within the "Value" section, enter the name of the Value in the "Enter Label" field.

2. Click create. The "Edit Lookup Value" pop-up window is displayed. 

3. The "Display Name" field is populated with the value you entered above; optionally edit this value.

4. The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

5. Optionally, enter a default value in the "Default Value" field. 

6. Optionally, enter a description in the "Description" field.

7. Click save. 

8. Repeat the above steps as necessary to define additional Values. 

To edit the properties of a Lookup table Value:

1. In the Actions column of the desired Value, click the Edit icon. The "Edit Lookup Value" pop-up window is displayed.

2. Make any necessary changes to the Value properties. 

3. Click save.

To delete a Value:

1. In the Actions column of the desired Value, click the Edit icon. The "Edit Lookup Value" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm. 

To upload a file to populate the Lookup table:

1. In the "File" section, click upload.  

2. Browse to and select the desired file. 

3. Click attach. The platform uploads the file, and displays a sample (first 100 records) in the "Content" section (you may need to refresh your browser to get the "Content" section to appear). 

To remove the upload file and delete the contents of the Lookup table:

1. In the "File" section, the name of the upload file is displayed beneath the attach button. Next to this filename, click the Delete icon. A confirmation dialog box is displayed.
   

2. Click confirm.