Lookup Table Manager

1. Select Tools > System > Lookup Table Manager from the Main Menu.

   The Lookup Table Manager displays.

2. Select the table you want to edit.

3. Click Edit.

   The Edit Lookup window opens, listing the current values for the selected table.

4. Add a new value to the table:

   1. Click New.

      The New Lookup Table Values window opens.

   2. Enter the code name in the Code Name field.

   3. Enter the code description in the Code Description field.

   4. Click Save.

      The Edit Lookup window appears and your new value is in the list of values.

5. Edit an existing table value:

   1. Select the record you want to modify.

   2. Click Edit.

      The Edit Lookup Table Values window opens.

   3. Make your changes.

   4. Click Save.

      The Edit Lookup window appears.

6. Remove a table value:

   1. Select the record you want to remove.

   2. Click the Delete button.

      A dialog box opens, asking you to confirm your choice.

   3. Click Yes.

      The Edit Lookup window refreshes, and the record no longer appears in the list.

7. Click Close.

   The Lookup Table Manager page appears.

8. Click Close.

The Tasks module includes a feature that allows you to connect reading fields to lookup tables.

Create a new lookup table:

1. Select Tools > System > Lookup Table Manager from the Main Menu.

   The Lookup Table Manager appears.

2. Click New.

   The New Lookup Table window opens.

3. Enter the desired table name in the Lookup Table field.

   Table names must not begin with numbers or special characters. The name must also not contain spaces.

4. Enter a description for the table in the Description field.

5. Select Yes from the Enabled? field if this lookup table should be enabled.

6. Click Save.

   The Lookup Table Manager appears with your new table in the list.

7. Follow the Edit Lookup Table Values procedures above to add values to your lookup table.