Manage Look-Up Tables

Look-Up tables are lists of reference data that are used in dropdown menus and field values across the application.  You can add items to these lists or make them inactive, which will remove them as choices from dropdown menus. Changes are reflected immediately. View, add, and edit Lookup Tables using this screen.

To edit a Lookup Table, select it from the list and select ‘Edit’ from the top-right of the grid. Select a value from the grid and select edit to adjust the Name or whether it is included in the list (using the ‘Active’ checkbox). To add a new value to the lookup table, select the ‘Add’ button in the upper left of the grid.

To reach this screen, using the secondary menu, select ‘Administration’. In the contextual menu that appears at left, select ‘Manage Look-Up Tables’.