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Lookup Editor - Items Tab

The Items tab in the Lookup Editor is used to manage the lookup items for a given version of a lookup type.

The area to the left of the tab shows the items currently defined in the lookup version. The area to the right of the tab displays additional information about a selected item:

• Full Code: Shows the full hierarchical code of the currently selected item. For example, there is a root code "Phase01" and a child code "PT01". If you select the item "PT01", Proliance displays Phase01.PT01 as the Full Code (assuming a period is used as the separator character). If you select "Phase01", Proliance displays Phase01 as the Full Code.
  
  The Full Code is displayed for informational purposes only and is not editable. Note that the Full Code is used in a lookup only if the Hierarchical Item Code setting is enabled in the Lookup Editor. Otherwise, only the item code is used.
  
  The Full Code is most useful for showing you at a glance how many levels deep a particular lookup item is located.
• Code: Type the code for the lookup item. This code is added to the list at the left. The code is required.
• Description: Optionally type a description for the lookup item code.
• Sort Value: Enter the order in which the lookup items will be displayed when the lookup type is invoked. All lookup items must have a sort value. If more than one item has the same sort value, Proliance sorts it next by the item's code.
  

  Example

  For example, you have the lookup items A, B, C, D, E. However, the 'D' code is most often used and you want that to display first in the lookup. To do this, give the D item Sort Value=1 and the remaining codes Sort Value=2 or lower.

  If all the remaining codes were given a Sort Value=2, then Proliance will display them in alphabetical order. If you assign different sort values to the remaining codes, then Proliance will display them in the order you specified.

• Disabled: Select to make the current item - and all child items below it in the hierarchy - hidden in the Proliance Web UI. Disabled items appear as strikethrough text in the lookup editor. You can use the Enable Child Item button to re-enable items below the currently selected item in the lookup list hierarchy.
  Note:  Disabled items that have been previously selected elsewhere in the WebUI will remain unaffected.
  
• Attribute 1-6: Optional description fields that appear when enabled on the Attribute Definition tab.

Observe the following when creating your hierarchy of lookup items:

• All item codes must be unique. If you wish to repeat a code, select the Hierarchical Item Code setting.

Example

You wish to enter the parent/child codes: ABC/123 and DEF/123. If hierarchical item codes are not used, Proliance will reject the code '123' because it is used twice. However, if hierarchical item codes are used, Proliance will accept this combination because the codes are now unique: ABC.123 and DEF.123.

• Ensure the length of the code does not exceed the maximum length defined in the Level Definition tab.
• Do not exceed the number of levels defined in the Level Definition tab.   

Buttons

The following buttons are available on the Items tab.

• Add: Add a new item code to the list.
• Add Top Level: Add a new top level item code to the list.
• Delete: Delete an item code from the list.
• Delete All Items: Delete all item codes from the list.
• Cut: Cut an item code from the list.
• Copy: Copy an item code to another part of the list.
• Paste: Paste an item code into the list.
• Paste Top Level: Paste a top level item code to the list.
• Enable Child Items:  Re-enables one or more levels of the lookup list hierarchy after they have been disabled using the Disabled check box. All levels below the currently selected item are made visible in lookup lists and become available for selection.