Customize lookup options for IBOs

The Define Lookup Options section lets administrators modify the variables that appear as choices in the IBO Form.

To modify lookup options, select the variable you wish to modify from the list of Lookup Names.

To Add a new value, type it into the New Value field and click the green + button. Plus Button

To delete a value, high-light the value in the list and click the red – button. Minus Button
To edit a value, high-light an existing value in the list, click the blue E button Edit Value Button, then edit the name in the New Value field and click the green + button to save the value back to the list.

Very Important: To save your changes, click the Save button at the top of the page!

Setup - Define Lookup Options

Figure 1

Overview

It makes sense to make various fields, standard and custom, to be dropdowns rather than textboxes,  Users type in any information they wish into textboxes.   Dropdowns offer applicable options, prevent spelling mistakes and are more useful for reporting.

ASPEC Administrators can customize the dopdown options provide a translation for each option value and language supported by ASPEC.   Lookups configurations are available in the Customize/Lookups section of ASPEC Settings.

Lookups Setup is divided into two tables.

Defined Lookups Options apply to dropdown values in standard fields like Interaction Type.

Custom Lookups are values displayed in dropdown Custom Fields.

Dropdown values can be customized even further by implementing Page Workflows.

Defined Lookups

Fig 2 Adding a standard dropdown value

To configure values in the standard dropdown, highlight your Organization’s default language(1), then the dropdown field (2).  Type in each value in the third column (3) and click the green “+” button to add the value to the list of options for that field.  You can also edit existing values by typing into the text box or remove them by clicking the red “-” button.  You can also drag and drop to modify the sequence of the existing values.

To translate the values highlight the language in the first column and replace the values in the default language with the value’s translation.

Custom Lookups

Unlike Standard Lookups, you need to define the Lookup’s name in the default language.

Fig 3: Adding a Custom Lookup

Select a default language and type in the Lookup name in the text box (2) in the second column.  Click the green “+’ button to add to Available Lookups.

Now you can add the values that will appear in the dropdown.

Fig 4: Adding values to a Custom Lookup field

Fig 4: Adding values to a Custom Lookup field

Highlight the new Lookup you just added (1).  Type in each value in a text box (2) in the third column and click the green “+” button to add.  You can edit the existing values (3) by typing over or you can remove them by clicking the red “-” button.  Dragging and dropping (4) will change the sequence in which the values appear in a dropdown.

To translate the values highlight the language in the first column and replace the values in the default language with the value’s translation.

Fig 5: Copy Custom Lookup values

Fig 5: Copy Custom Lookup values

Users can also copy the lookup values for custom lookups.