Skip to main content

Adding New Lookups

Information on and how to add new Lookups in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

A lookup is a field type in which the user can select from a list of predefined values presented in a drop-down menu.

To see the out-of-the-box lookups, select from the Application Settings menu and then click on a lookup table name.

NOTE: A User must have Administrative privileges to access the Application Settings.

How to add a new Lookup

  1. From the homepage, click to open the Application Settings, and then select

    .

  2. Click .

  3. Enter a Lookup Name.

  4. Create the list of values. To do this, click the button to add a new value, enter a value name, and repeat for additional values.

(Optional) Click the Default checkbox on the row you wish to be the default value.

To re-order the rows, click the re-order icon in front of any value and drag and drop it into the desired position within the list.

NOTE: When a user clicks in a drop-down field, the order of items in the drop-down is determined by the Sort Order for that field. If you want the drop-down to match the order of items in the Lookup list, go to Type Manager, select the Type, open field settings for the field (cog icon) and change the Sort Order to Order by Value (Lookup Order).

5. Click .

Allow new Lookup items to be created from record

This checkbox provides users (with Feature Access permission) the ability to add values to the Lookup on-the-fly in the record.

NOTE: The feature must be activated for users in their User Profile. In Org Roles/Permissions, locate and click the Feature Access button, scroll down the Feature Access window and click to the Create Lookup Items in Records toggle.

Next, two checkboxes must be selected. The first checkbox selected is in Lookup detail when editing the list:

The second is in the Custom Field where the specifically selected lookup is the data Control type:

Once these settings (Org Roles/Permissions, Lookup detail check box, and Custom Field check box) are set, then users can enter new Lookup values on-the-fly in the record.

How to edit a Lookup

  1. Select from the Application Settings menu.

2. Click on the name of the lookup you wish to update.

Make any of the following changes:

  • Add a new entry.

  • Change the name of an existing entry.

  • Delete an entry you no longer wish to use by clicking the button.

  • Change the order.

3. Click .

Did this answer your question?