A user can view a lookup table in read only mode or if they have the appropriate permissions,can edit the values for any lookup table.
Viewing Lookup Tables
To view a lookup table in read-only mode, click on the appropriate lookup table row.
The total number of items in a table is shown in brackets alongside the table heading. The tables are manually refreshed (no automatic refresh).
Editing Lookup Tables
To update lookup table data:
- Navigate to Management>Lookup Tables. The Lookup Tables page is displayed.
Click the table row for the lookup table you want to edit. The selected Lookup Table Details page is displayed:
- Click the Edit link for a lookup table you want to update.
Complete one of the following (if applicable):
To...
Do This...
Add a new row to the Lookup Values table
Click the Add Value link to display the Add Value dialog box.
Edit a row in the Lookup Values table
Click the respective Edit link to display the Edit Value dialog box.
Add and edit a row in the Lookup Failures table
Click the respective Add link to display the Add Entry dialog box.
Delete a row in the Lookup Values table
Click the Delete link to display the Delete Lookup Table Row(s) dialog box.
Delete a row in the Lookup Failures table
Click the Delete link to display the Delete Lookup Failure(s) dialog box.
If you attempt to edit a look up table that is already being edited, you will get an error message in the dialog box with the Save button disabled. Click the Cancel link to continue.
- Enter the required values for the lookup table and click the OK button.
- Click the Save button to save the changes made to the page or click the Cancel link to discard any changes.
To update the data en masse, import a .csv
file that contains the updated table values. Refer to Importing Lookup Tables for details.