Setting Up Lookups
This topic describes how to add and change values that appear in lookup lists. Lookup lists are referenced by various fields in the application that display a static set of values from which the end user can select a value.
Lookup Types and Lookup Values Overview
Lookup types in applications are used to represent a set of codes and their translated meanings. To the end users, a lookup type displays a list of values from which they select values.
You use the Lookup Types page to access lookup types, and you use the Lookup Type Details page to modify lookup types, add lookup values, and add lookup types, where authorized.
When working with lookups, you deal with lookup types and lookup values.
Lookup Element |
Description |
---|---|
Lookup Type |
A lookup type is a static list of values users view to make entries in the application. The application references a lookup type to display its list of values. |
Lookup Value |
A lookup value is a single item contained within a lookup type. For example, Paid is a lookup value for the Fee Status lookup type. Lookup types typically contain numerous lookup values. |
Lookup types are delivered as seed data for your service. You can only modify selected lookup types, such as Business Type, UOM Type, Standard Code Type, and so on. Most lookup types are read-only.
Modifying Lookup Types
Lookup types can be associated with lookup lists on:
Pages in your offering.
Predefined field groups added to intake forms.
User-defined fields added to intake forms.
To modify a lookup type:
Select
On the Lookup Types page use the Search box to filter the lookup types by keyword.
For example, to view the Business Type lookup type, enter business in the Search box.
Click on the row for the lookup type you want to view.
View the contents of the Lookup Type Details page.
Lookup Type Attributes
Page Element
Description
Lookup Type
Identifies the lookup type within the application.
Application
Identifies the application that uses the lookup type. For example, Permits, Common Components, and so on.
Meaning
The actual UI display name used to represent the list of values contained in the lookup type.
Configuration Level
Indicates at what level the lookup can be modified. Options are:
System: Only Oracle development teams can modify lookup types at this configuration level.
Extension: Customers can perform minimal tasks, such as add lookup values.
User: Customers can add lookup values, delete lookup values, update the meaning, and update the description.
Module
The internal application module using the lookup type, such as Billing Entry, Billing Setup, and so on.
Description
Identifies the purpose and use of the lookup type.
If you need to add lookup values, refer to the following section for steps for that task.
Click Cancel to close the lookup type, or click Save if you made any changes.
Adding Lookup Values
You can add lookup values to lookup types with a configuration level set to User or Extension.
To add lookup values:
Select
On the Lookup Types page use the Search box to filter the lookup types by keyword.
For example, to view the Business Type lookup type, enter business in the Search box.
Click on the row for the lookup type you want to view.
On the Lookup Type Details page, click Add under Lookup Value Type.
On the Lookup Value Details page, enter these values:
Lookup Value Attributes
Page Element
Description
Lookup Code
An internal application code for each lookup value that is not visible to users. It is typically a shorter, less user-friendly representation of the item. For example, ORA_DRIVER_LIC for State Driver’s License, or LEN for Length, if listing units of measurement.
Note: Lookup lists created in the designer for user-defined fields on an intake form begin with PSC.Display Sequence
Control in what sequence the lookup value appears in the list displayed to users, where 2 appears above 3. If you do not specify a sequence, the application displays the items in the order they were entered.
Enabled
Turn on to make a lookup value active. If a lookup value is not enabled, then the application does not display it to the end user in the list of values for that lookup type.
Note: It is not recommended to disable lookup values once your implementation is in production because this can invalidate existing transaction data.Start Date
Set a start date for the lookup value to become active. Even if the lookup value is enabled, if a start date is set, the application does not display the lookup value until the start date is reached.
End Date
Set an end date for a lookup value to no longer be displayed in a list of values.
Meaning
The display name for the lookup value. End users see this value in the list of values displayed at run time. They do not see the Lookup Code value.
Description
Provide any additional information to help identify the purpose of the lookup value or clarification regarding what it represents.
Tag
Tags allow you to add a label to your lookup codes. A tag can be used to categorize lookups based on facilitating searches or guiding how a lookup should be used.
Click Save.
Working with Configuration Levels
The configuration level attribute determines who can modify a lookup type and what can be modified. The configuration levels are:
System: Only Oracle development teams can modify lookup types at this configuration level.
Extension: Customers can perform minimal tasks, such as add lookup values.
User: Customers can add lookup values, delete lookup values, update the meaning, and update the description.
Task |
User |
Extension |
System |
---|---|---|---|
Add a lookup type |
Yes |
No |
No |
Delete a lookup type |
Yes |
No |
No |
Modify lookup type meaning |
Yes |
No |
No |
Modify lookup type description |
Yes |
No |
No |
Add lookup values |
Yes |
Yes |
No |
Delete lookup values |
Yes (if you created it) |
Yes (if you created it) |
No |
Modify lookup value attributes |
Yes (except for Lookup Code) |
Yes (if you created it, and except for Lookup Code) |
No |
Adding Lookup Types
To add a lookup type:
Select
On the Lookup Types page click Add for the Lookup Type grid.
On the Lookup Type Details page, enter these values:
Lookup Type (The value you enter must be uppercase and can’t begin with the prefix ORA_, which is used to distinguish your custom lookup types from delivered lookup types.)
Meaning
Module
Description
Click Add for the Lookup Value grid for each lookup value you need to add to the lookup type.
Click Save.