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About Lookup Management

Lookup lists in Proliance help ensure that valid data is entered into the system. The Lookup Management feature lets you manage and edit the lookups used in work areas.

• Open the Lookup Lists register

When working with Lookup lists, keep the following points in mind:

• To create new lookup lists, use the Proliance Local Admin application.
• Lookups defined in the Organization work area are used only for organization documents. They have no effect on the other work areas.  
• Lookups defined for shared workspaces in the Portfolios work area can be used by any number of workspaces within the portfolio. This allows you to maintain consistent lookups for a large number of workspaces. Portfolio lookups do not affect the organization or any other portfolio.
• Lookups defined in the Portfolio work area are used only for the portfolio documents. They have no effect on the other work areas.
• You can selectively disable and restrict Lookup list items. Disabled items are hidden in the WebUI. Restricted items appear in lookup lists as grey text, and are unavailable for selection. For more information, see "Lookup Editor - Items Tab".
• For lookup lists within a portfolio, you can create multiple versions of that list and then designate that a version can be shared between two or more workspaces. Versions that are not marked as sharable can be used by only a single workspace. For more information, see "Sharable vs. Non-sharable Lookups".