Creating Lookups

You can populate a lookup by manually entering single value/label pairs or by copying value/label pairs from an external source and pasting it into the Add many dialog box. The external source can be a spreadsheet, a text file, or virtually any other file as long as the information is presented in one or two columns with either a comma, tab, or semicolon delimiter.
Note: If you only include values in your lookup table, the values will also be used as labels.
  1. On the Management Console page, click Resources > Data Stewardship Settings.
  2. On the sidebar, click Lookups.
  3. Click the Add lookup button .
  4. Enter a name for the new lookup in the text box.
  5. Add a value/label pair.

    To manually add single value/label pairs:

    1. Click the Add lookup value button .
    2. Enter Value and/or Label for the lookup pair.

    To add lists of value/label pairs:

    1. Click the Add many button to open the Add many dialog box.
    2. Configure First column, Separator, and Second column according to your list.
      If you are pasting data from Microsoft Excel, use the Tab separator. If you select the wrong separator, the tool will import the entire line including the separator as the value or label (according to the First column selection).
    3. Type or paste in rows of values, separators, and labels.
      If a row has no entry in the first column, the separator must still precede the second column entry.
    After all value/label pairs have been added you can sort them in ascending or descending order on either the Value or the Label column.
    Note: Once you have sorted the list, you can only change the order. You cannot return to the original in which values were initially added.
  6. Repeat step 5 to add additional value/label pairs.
  7. Click Save.
    If you used the Add many function, any previously existing values or value/label pairs for that lookup will be deleted. However, you can afterwards manually add additional values or value/label pairs.