18 Working with Lookup Sets

Lookup sets enable you to transform a set of values for properties into a different set of values. For example, in the Account Type property, the value "A" can be translated into the value "Asset". Lookup sets are used in expressions for deriving properties and converting node types.

See Using Expressions to Define Custom Business Logic.

Considerations

  • You must have the Owner permission on at least one application to create or delete a lookup set. After a lookup set is created, all users are able to view and inspect it.
  • You must have the Owner permission on an application to add or update a lookup for that application.
  • Lookup sets contain source values, called keys, and target values. Key values must be unique, but you can associate more than one key to each target value.
  • Lookups are performed from key to value only. You cannot lookup from value to key.
  • When defining a lookup set, add key and value pairs only when the key and associated value are different. If the key and value are the same, you do not need to be add them to the lookup set. When you pass a key that is not in the lookup set, the key itself is returned.
  • Lookup keys and values support the string data type only.

Creating Lookup Sets

To create a lookup set:

  1. From the Home page, click the Lookup Sets tile.
  2. Click Create.
  3. Enter a name and, optionally, a description, and then click Create.

    The lookup set is created.

To add keys and values to a lookup set, click the name of the lookup set to open it in the inspector. See Inspecting Lookup Sets.

Deleting Lookup Sets

Service administrators can delete lookup sets that are not being used by any applications (that is, there are no lookup values for an application defined in the lookup set).

To delete a lookup set:

  1. From the Home page, click the Lookup Sets tile.
  2. In the Actions column, click the Action Menu action menu icon, and then click Delete.

    Note:

    The Delete menu item is not available if the lookup set is being used by an application.
  3. Click Yes to confirm that you want to delete the lookup set, or click No to cancel.

After you delete a lookup set, you can reuse its name to create a new lookup set or to rename an existing lookup set.