Open topic with left hand navigation

About the Lookup Editor

The Lookup Editor is used to manage all aspects of a lookup version, from how the version is structured, to the lookup items contained in the version.

The following information is displayed across the top of the Lookup Editor:

• Lookup Version Title: Type or edit the name of the lookup version. Proliance creates a default name when you copy a lookup version or reassign a workspace to a new version. The Lookup Version Title is required.
• Description: Optionally type a description of the lookup version. The description should provide more detailed information about the particular version.  
• Lookup Type: The localized name of the lookup type that the version belongs to. This name is for information only and cannot be edited.
• System Lookup Type: An internal system name for the lookup type. This name is for information only and cannot be edited nor localized.
• Sharable: Indicates that the lookup version can be shared across more than one workspace.
• Hierarchical Item Code: Select the check box to indicate that the item codes in the lookup version use the full hierarchy of the code. Clear the check box to indicate that only the code from the selected level is used.
  
• Restrict Selection: Use the Restrict Selection field to make specific levels of a lookup list hierarchy visible but not selectable. You can use this functionality to display group names within a lookup list as greyed-out text that is unavailable for selection, but allow the group members to be selected. This helps users scan and select items from long lookup lists more easily.
  
  You can choose from the following options, where X and Y are the names for each level, as defined on the Level Definition tab.
  • No Restriction: No items are affected.
  • Bottom Level Items: Only items without child items are selectable.
  • X or lower: All items above level X are restricted; all those on level X and below can be selected.
  • Y or lower: All items above level Y are restricted; all those on level Y and below can be selected.
• Disable in Use Validation: Select the check box to indicate that items codes in the lookup version may be disabled or excluded by setting the Restrict Selection level even if they are used by Proliance documents.

Information is also organized across the following tabs:

• Items: The Items tab is used to add, disable and remove items from the lookup version. For more information, see " Lookup Editor - Items Tab".
• Level Definition: The Level Definition tab is used to create or modify the hierarchy of codes for a lookup version. For more information, see "Lookup Editor - Level Definition Tab".
• Attribute Definition: The Attribute Definition tab is used to define the characteristics of the lookup version itself. For more information, see "Lookup Editor - Attribute Definitions Tab".
• Associated Documents and Fields: This tab shows you exactly where the lookup version is being used. It identifies which documents and fields currently reference items in the lookup version. For more information, see "Lookup Editor - Documents and Fields".
• Assigned Workspaces: Lists the workspaces the lookup version is shared by. For more information see "Assigned Workspaces Tab".
• Permissions: The Permissions tab lists the assigned roles and related lookup type permissions (i.e., Access, Update Config, and Update Items). For more information, see "Lookup Editor - Permissions Tab".

To open the Lookup Editor