Lookup Values

Lookups and Lookup Values are values that have a master detail relationship. Lookups are the master record and lookup values are the detail. One lookup can have many lookup values. Lookups are used throughout the application to enable end users to customize various drop down lists. Lookups and lookup values beginning with ZZ_ should not be changed without authorization from support.

WARNING! Inactivating lookups or lookup values once transactional information has been entered can cause errors in the application. It is critical to ensure no transactions exist in the system with a lookup or lookup value is inactivated.

Lookup Value Validations
  • Lookup Value Code must be unique with the Lookup.
  • The start date must begin before the end date. Both must be valid dates. Microsoft SQL Server defaults empty dates to 01/01/1753 for the beginning of time, and 12/31/9999 for the end of time. These dates will be defaulted in the database record if left blank.
Lookup Value Object Definition
Lookup Value Attribute Definition
LookupValueID Unique identifier of the lookup value record.
LookupID Lookup ID of the lookup master.
LookupValueCode Unique code that identifies the lookup value.  It is also used to sort the records as characters in drop down lists.
LookupValueDesc Lookup Value Description
Attribute1 Attribute1.  This attribute is used as the text for drop down lists. 
Attribute2 Attribute1  This attribute is used as the value for drop down lists.
Attribute3 Attribute3
Attribute4 Attribute4
Attribute5 Attribute5
Attribute6 Attribute6
Attribute7 Attribute7
Attribute8 Attribute8
Attribute9 Attribute9
Attribute10 Attribute10
ActiveFlag Activates or inactivates the lookup value record.  List validates against the ZZ_YESNO lookups values.
StartDate The date the record becomes active.
EndDate The date the record becomes inactive.
CreationDate The date the record was created.
CreatedBy The user that created the record.
LastUpdateDate The date the record was last updated.
LastUpdatedBy The user that last updated the record.
Adding a Lookup Value
  • Navigation: Admin - Lookup Values - Add Lookup Values Link
  • Select a lookup from the drop down list.
  • Enter a lookup value code.
  • Optionally, enter a lookup value descrption and dates.
  • If a value is being entered for a drop down list on a page, Attribute1 and Attribute2 must be set. Attribute1 is the value displayed to the end user. Attribute2 is the value stored in the database.
  • Attribute3 - 10 can be entered when defined in the online help.
  • Save the Record

Adding Lookup Values - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section of our website. Likewise, the Lookup Value Import Report can be used to extract an existing value. This template can also be used to create new lookup values.
  • Fill out appropriate data. Ensure Insert or Update column is set to INSERT.
  • Navigation: Admin Menu Item - Other Items - Mass Additions
  • Choose an Import Type of Lookup Values
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • A message is displayed that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors are resolved, navigate to the CSV and upload it again.
  • Select Load in the drop down list to load the file.
Edit a Lookup Value
  • Navigation: Admin - Lookup Values
  • Search by either the lookup drop down list or the Lookup Value. The Lookup Value code can also be entered.
  • Click the Select link from the search results.
  • Modify the lookup value code if applicable.
  • Optionally, enter a lookup value descrption and dates.
  • If a value is being entered for a drop down list on a page, Attribute1 and Attribute2 must be set. Attribute1 is the value displayed to the end user. Attribute2 is the value stored in the database.
  • Attribute3 - 10 can be entered when defined in the online help.
  • Save the Record
Editing Lookup Values - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section on our website. Likewise, the Lookup Value Import Report can be used to extract an existing value. This template can also be used to create new lookup values.
  • Fill out appropriate data. Ensure Insert or Update column is set to UPDATE.
  • In this example, the lookup value description is being changed.
  • Navigation: Admin Menu - Other Items - Mass Additions
  • Choose an Import Type of Lookup Values
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors have been resolved, upload the file again, choose Load File, and click the Process File Button.
  • You should receive a success message for each record as it is updated.
Related Topics
Lookup and Lookup Value Seeded Values
Lookup and Lookup Value Mass Addition Information