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Selecting Items in a Picklist

Proliance uses the following types of picklists to help you enter items from pre-set lists into the current document. The picklist dialog box displays when you click the picklist button that appears to the right of some fields.

There are two types of picklist dialog boxes:

• Document picklists
• Lookup picklists

Document Picklists

The document picklist displays a list of documents that you can link to. Document picklists make the following controls available:

• View: Choose a view by which you can filter the search results. Click Manage Views to manage your collection of views.
• Search:

  Type the characters to locate and then click Find.

  The dialog box will refresh to display only matching items. Click Reset to reset the search and display all items again.

  Keep the following in mind when searching:

  • Proliance will attempt to match the search text to any of the columns visible. To search only a specific column, you need to create and apply a new view that contains only the column that you want to search.
  • Use the wildcard character '%' to broaden your search. This wildcard can represent any number of characters. For example, searching for John% will find John Smith, John Smithe, and anyone else with a name beginning with John. However, you will need to search for %John% to locate names like Robert John Smith. Similarly, searching for %Smith will locate everyone with Smith as their last name.
• New: If you cannot find a document, click New to create a document as you would directly from the document's register. Click Refresh when the new document is created to see it in the results list and then choose it.

Select a document in a picklist

Lookup Picklists

Lookup picklists appear as a hierarchical list of pre-set items. You can click top-level items to expand them and display their child items.

There are two types of lookup picklists:

• Single item lookup picklists, where you can choose only one item.
• Multiple item lookup picklists, where you can choose one or more items. Selected items are displayed in a box below the selection list.

Both types of lookup picklist dialog box display the following controls:

• Search and For:In the Search box, choose the category of information that you are searching on. For example, you can search for an item based on its code or its description. In the For: box, type the characters to find. Proliance will attempt to locate matches containing these characters. For example, searching for "Smith" will locate Smith, Smithe, Blacksmith. If you do not enter any search text, Proliance will return all matching items. Click Find to initiate the search. Click Reset to reset the search.

• Details:Displays the Item Details box. This box shows additional information about the currently selected item.
• Hide:Hides the Item Details box.
• Manage Lookup:Opens the Lookup Editor for the current lookup. This button is available only if you have at least Read permissions to Lookup Management in the given work area.
• OK:Confirms the selection of an item and inserts the value into the originating field.

The single item picklist displays the following control:

• Select None:Removes the item that was entered into the document. Use this control if you wish to remove a selected item without entering another in its place.

The multiple item picklist displays the following controls:

• Add All:Adds all available items to the list of selected items.
• Remove All:Removes all items from the list of selected items.
• Remove:Removes the corresponding row from the list of selected items.

Select items in a single-item lookup picklist

Select items in a multi-item lookup picklist