6.3.4.1 Navigation in Summary Screen

When you navigate to the Lookup Table summary screen, the rules stored within your current Default Folder are presented in a summary table. The Lookup Table summary screen has two panes: Search and Lookup Table summary table.

The title bar of the summary page provides several actions for the user. They are:

  • Add: Click Add icon to build a new rule. The Add icon is disabled if any rows in the table are selected.
  • Actions: This lists three buttons:
    • Search: Click Search to initiate the search action based on the search filters applied.
    • Reset: Click Reset to reset the search filters applied.
    • Help: Click Help to view the Help Page.

There is a grid bar at the top of the Summary grid that displays three buttons on the left and two buttons on the right. They are, starting from the left to the right:

  • Delete: Select one or more rules in the table and then click Delete at the top left of the Summary Page to delete more than one rule at the same time.
  • Pin: Click Pin to pin or set to favorite any object. Users can set selected objects as favorites and these pinned objects always appear at the top in summary screens.
  • Unpin: Click Unpin to unpin or release any object from the favorites list.
  • Export: Click Export to download the displayed information in the Summary table in .xls format.
  • Columns: This is a Column Selector button to choose and select the columns that we want to display on the Summary screen.

The Lookup Table Summary can be divided under two sections – the Search section and the Summary table.

Search

To search the Lookup Tables, follow these steps:

  1. Click the Search icon on the Search pane to collapse (display) the criteria window.
  2. Enter the Lookup Table Name or Description and click Search to display the Lookup Tables that match the criteria.
  3. Click Cancel to remove the filter criteria on the Search Window and refresh the window.
  4. Click Search after entering the search criteria.

    The search results are displayed in a table containing all the Lookup Tables that meet the search criteria.

Lookup Table Summary Table

This section presents a table containing all of the Lookup Tables that meet your search criteria. The table displays the details of the already created Lookup Tables.

The Lookup Table summary table displays the following details:

  • Name: Displays the Lookup Table’s short name. Hovering over an Lookup Table name displays the Lookup Table’s object code and the object ID.
  • Folder: Displays the folder in which the driver rule has been created.
  • Tags: Displays the tags associated with the rule.
  • Created By: Displays the name of the User who created the Rule.
  • Creation Date: Displays the Date and Time at which the rule was created.
  • Last Modified By: Displays the name of the User who has done the latest modification in the rule.
  • Last Modified Date: Displays the Date and Time of the latest modification of the rule.
  • Access Type: Displays the “Read/Write” or “Read Only” property of an Lookup Table rule. Only the creator of a rule may change its Access Type.
  • Status: Displays the status of the Lookup table. The values that are possible as status are – ‘Creation in Progress’, ‘Table Created’, ‘Failed’ and ‘Deletion in Progress’.
  • Action: Displays the list of actions that can be performed on the Lookup Table rule.

The Action column in the Lookup Table Summary table offers the following actions based on the status of the lookup table:

  1. If status is ‘Creation in Progress’, allowed action is only View.
  2. If status is ‘Table Created’, allowed actions are View, Save As, Delete, Check Dependencies and Table Data.
  3. If status is ‘Failed’, allowed actions are View and Delete.
  4. If status is ‘Deletion in Progress’, allowed action is only View.

The ‘Creation in Progress’ status results into either a Table Created status or a Failed status, based on whether the physical lookup table creation in the database is successful or failed respectively.

The following actions are available for the Lookup Table rule.

  • View: Click the View icon to open the created table in view mode. View is enabled for table status in (Creation in Progress, Table Created, Deletion in Progress, Failed).
  • Save As: Click on this option to create a copy of an existing Lookup Table rule. The Save As pop-up window allows you to enter the Name, Description, Folder, and Access Type details for the copy Lookup Table rule.
  • Delete: Click Delete to delete the Lookup Table rules you have selected. Delete is enabled for table status in (Table Created, Failed).

    For Failed state tables, Delete will delete the row from Summary.

    Once Delete is clicked, the status of the table becomes 'Deletion in Progress' and once delete operation is successfully completed (meaning, the table is dropped successfully from the database), the corresponding lookup table row is deleted from the Summary grid.

    If deletion operation fails due to any reason, the table appears in the Summary but now with status='Failed'.

  • Check Dependencies: This action button is to check for any dependency of the selected object with other objects in the application. Check Dependencies is enabled for table status only in (Table Created).
  • Table Data: Click Table Data to invoke the Lookup Table Data screen to view, add or delete the data residing in the lookup table. This is enabled for table status only in (Table Created).

You may select or de-select all of the Lookup Table rules in the summary table by clicking on the check box in the upper left-hand corner of the summary table directly to the left of the Name column header.