2.1 Process to Create Lookup

This topic describes the information about Create a Lookup.

For creating a lookup, user need to specify details, such as the lookup type, lookup code, and sub codes.

To create a lookup:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Lookups. Under Lookups, click Create Lookup.
   The Create Lookup screen is displayed.

   Figure 2-1 Create Lookup

   
   

   
   Description of "Figure 2-1 Create Lookup"

   
   
3. Specify the fields on the Create Lookup screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-1 Field Description: Create Lookup

   Field Name	Description
   Type	Indicates the name of the lookup.
   Description	Indicates the description of the purpose of the lookup type.
   System Defined	Displays whether the lookup is system defined. The lookups created using this page are called user-defined lookups since these are created manually by the user. Therefore, the value displayed in this field is always No.
   Lookup Codes	This section is used to provide lookup codes for the lookup type.
   Code	Indicates the unique identification code for the lookup type.
   Description	Indicates the description of the lookup code. The description is the value that appears in the drop down list for the field mapped with the lookup.
   Sort	Indicates the sequence number at which the code description should appear in the drop down list. For example, if user enter sort as 2 for a lookup code, then the particular description for the lookup code will appear second in the drop down list of the field.
   System Defined	Displays whether the lookup code is system defined. The lookups created using this page are called user-defined lookups since these are created manually by the user. Therefore, the value displayed in this field is always No.
   Sub Code 1	Indicates the value used for processing logic. This is used to handle small use case or filter to show value or perform an action. User can specify multiple sub codes using comma separator.
   Sub Code 2	Indicates the value used for processing logic. This is used to handle small use case or filter to show value or perform an action. User can specify multiple sub codes using comma separator.
   Active	Toggle to indicate whether lookup code is active.

4. Perform one of the following action:
   1. Click Save to save the details.
      The Lookups is successfully created and can be viewed using the View Lookup screen.
   2. Click Cancel to discard the changes and close the screen.

Once the lookup is created, you can view the same using the View Lookup page. Upon creation, the authorization status of the lookup is Unauthorized and the record status is Open. After a lookup is created, it must be authorized to be effective in the system.