Lookups

Lookups are used to populate dropdowns on the forms your users fill in. Modules come with sample data in their Lookups that you will want to customize. Follow the steps below to navigate to the lookups page and configure lookups.

Navigate to the Lookups Page

1. Click on “Modules” from the navigation menu located at the top of the page. 

2. You should see a list of installed modules. 

3. To edit a module, click on the name of the module you wish to edit to enter the module’s admin settings.  

   1. Open

      

4. You will automatically be placed on the “Settings” tab in the module’s admin section.

5. Click on the tab called “Lookups”. 

6. You should see a list of lookups as shown in the image below. 

   1. Open

      

Configure a Lookup

1. If you haven’t already, follow the steps above to navigate to the Lookups page within the module you wish to edit.

2. Click on the name of the lookup you want to edit.

3. For most existing modules, you will see defined values and descriptions in a table as show in the image below. 

4. Create a new lookup item by pressing the “New” button. This step may be unnecessary for some default modules.

5. Edit new or existing lookup items by clicking on the name of the lookup item you wish to edit.

6. Click the “Update” button to save your changes. 

7. Repeat these steps until you have modified all the lookup items you want to change.

Import Information

Information such as part or department names can be imported from an Excel spreadsheet into a lookup.

1. If you haven’t already, follow the steps above to navigate to the Lookups page within the module you wish to edit.

2. Select the lookup you wish to import information into.

3. Press the +Import button.

4. Follow the UI’s instructions.