Defining Lookup Lists for Dynamic Forms

When you define a Field or a Template, depending on the selected Control Type, it is possible to select a predefined Lookup list.

If you do not desire to use any of the current predefined Lookup lists, you can define a new Lookup list.

Defining a new Lookup List

To define a new Lookup list:

• In the Field (or Form) Editor click Lookup And List.

You can choose from three different types of Lookup Lists:

• Standard: This type of Lookup List allows you to create your own list of options.

• Entity: Allows you to use existing Entities (e.g. FLOCs, Equipment, CMLs, Specs, etc.) as Lookup Lists.

• Email: Used to provide a list of email addresses for the Email Control Type.

Create a Standard Lookup List

To create a Standard Lookup List:

• Select the Standard Tab from the Add Lookup and Lookup List dialog.

• Enter a Name.

• Select an Input Type: "Text", "Numeric", "Date".

• Add your list.

• Click Insert. 

• For each value in the list you can now specify the following:

• Click Save.

Your Lookup list will now be available to select when defining your Field or Template.

Create an Entity Lookup List

To create an Entity Lookup List:

• Select the Entity tab from the Add Lookup and Lookup List dialog.

  

• Enter a descriptive Name for your Lookup List.

• Enter the Object Type (also referred to as Entity).

• Enter the desired Object Field for your Lookup.

Note

The list of available Entities can vary depending on the specific IMS Implementation. To obtain a full list, contact support.

Create an Email Lookup List

To create an Email Lookup List:

• Select the Email tab from the Add Lookup and Lookup List dialog.

• Enter a descriptive Name for your email list.

• Select email addresses from a list of IMS Users:

  • Click Select emails from users list.

  • Select the Users with emails that you would like to add.

  • Click OK.

OR

• Enter a list of email address to the text box, with one email address per line.

Next:

• Click Insert.

• Click Save.

Your Lookup list will now be available to select when defining your Field or Template.

Detaching Lookup Lists

When changes are made to Lookup Lists, they affect all of the Fields which rely on that Lookup List.  When you want to modify an existing Lookup List for a specific use, you can Detach the Lookup List to create an independent copy. 

When you click on Detach Lookup, a copy of the lookup list will be created and assigned to the field. The copy can then be edited without affecting other fields.

Managing Lookup Lists

To edit any of the Lookup Lists assigned to your Dynamic Form:

• Open your Dynamic Form by clicking on it in the Main Grid.

• Select the Logic tab in the Design Wizard.

• Scroll down to the Library Objects section.

• Select the Lookup List that you would like to edit.

To rename a Lookup List used in your Dynamic Form:

• Click the Edit button to the left of the Lookup List name in the Lookup Grid.

• Enter your desired name for the Lookup.

• Click Save.

Lookup Parent Items

Lookup tables can be used to provide additional options for categorizing selected values on Dynamic Forms.

When a Lookup Parent Item is defined for a Lookup Item, the Lookup Item will not be displayed in the list of options on the Dynamic Form. It will, however, appear in an extra field that appears when the Lookup Parent Item is selected from the list of options.

In the example below, we have defined a Lookup List with a number of values. The last three items in the Lookup List have a defined Lookup Item Parent, which is selected from the list of items on the Lookup List.

When the Option List is selected in the Dynamic Form, Lookup Items with a Lookup Item Parent defined are not displayed, as shown below.

When the Lookup Item which has been selected as a Lookup Item Parent is selected, a child field will appear with the option to select from the Lookup Items assigned to that Parent, as shown below.

When Select is clicked, the Lookup Items with assigned Lookup Item Parents are displayed. You can select one of the options and click Save to accept your selection.