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Edit a lookup value

Steps to edit a lookup value, add a custom description, and change a lookup in a locked table.

Written by Erica

Using Lookups Admin, on the Administration menu set, you can edit an existing lookup value, change its code or description, and add or edit a custom description. You can maintain lookups if you’re a System Administrator.


Edit a lookup value

  1. Click the Administration menu set, then click Lookups Admin.

  2. Click the required lookup to drill down into its lookup value table.

  3. Click the lookup value, or click Edit on its row.

  4. Amend the Code or Description as required, then click Save.

  5. Click Back to Lookup Values List to return to the lookup values.


Add or edit a custom description

A custom description is useful for user defined fields.

  1. Click the Administration menu set, then click Lookups Admin.

  2. Click Edit Description on the required lookup row.

  3. Enter a Custom Description, then click Ok.

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