Reassigning Lookup Versions

Proliance allows you to reassign different lookup versions to a workspace. For example, the codes in one version become obsolete and you want to "relink" the workspace to another version. There are two different methods to reassign lookup versions:

Each method has its own advantages. These are described below.

Reassign to an Existing Version

This method lets you replace one version with another. You should choose this method if there is already a version to switch to, or if the changes to the lookup items are significant enough to warrant a completely new version.

Before you reassign to an existing version, make sure that no documents in the workspace refer to lookup items in the old version.

ClosedTo reassign to an existing version

  1. Open the Lookup Lists register for shared workspaces from the Portfolios work area.
  2. Select the lookup type that requires the new version.
  3. The Lookup Version Manager appears.

  4. Click the Assigned Workspaces tab.
  5. Select the workspace that you wish to reassign.
  6. Click Reassign to Existing Lookup.
  7. The Reassign Workspace Lookup Version dialog box appears.

  8. Click the Magnifying Glass icon The magnifying glass icon. next to New Lookup Version and then select the version you are reassigning to.
  9. Click OK to close the dialog box.
  10. Proliance reassigns the workspace to the selected version.

Reassign to a New Version

This method relinks the workspace to a new copy of the existing lookup version. You should choose this method if you wish to simply update the current lookup version, or if you do not want to track down and remove all references to lookup items prior to reassigning.

When reassigning to a new version, Proliance automatically updates all references from the old version to the new one.

ClosedTo reassign to a new version

  1. Open the Lookup Lists register for shared workspaces from the Portfolios work area.
  2. Select the lookup that requires the new version.
  3. The Lookup Version Manager appears.

  4. Click the Assigned Workspaces tab.
  5. Select the workspace that you wish to reassign.
  6. Click Reassign to New Lookup (Copy) and then click Yes to confirm.