Text Fields Connected to a Lookup Table

Text fields that are connected to a lookup list the acceptable values for the field, along with an option to select multiple values.

The work order Priority field is an example of a field validated by a lookup table. For this type of field, the options stored in the lookup table can be selected directly from the field.

Create a criteria filter for text fields connected to a lookup table:

1. Choose between two options:

   • Select is from the relationship field.

     This is the default value of this field. Selecting is tells the system that records returned must match this criteria.

   • Select is not from the relationship field.

     Selecting is not tells the system that records returned must not match this criteria.

2. Choose between two options:

   • To select a single value, select it from the field.

   • Select multiple values:

     1. Choose Select Multiple from the field.

        A window opens.

     2. Select the value you want from the Available field.

        Press and hold the CTRL button on your keyboard to select multiple values.

     3. Click the Right Arrow button to move the selected values to the Selected field.

     4. Repeat steps b-c as necessary.

        To remove fields that have been selected in error, select the fields and click the Left Arrow button .

     5. Click Apply.

        The window closes. The phrase <Multiple Values> appears in the field.

3. Click Apply.

   The window closes.

4. Click Save.

   The window closes.