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:

  1. Navigate to Management>Lookup Tables. The Lookup Tables page is displayed.
  2. Click the table row for the lookup table you want to edit. The selected Lookup Table Details page is displayed: 

  3. Click the Edit link for a lookup table you want to update.
  4. 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.

  5. Enter the required values for the lookup table and click the OK button.
  6. 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.