Add/Edit/Delete Lookup List Items
When you add items to a lookup list, you can use the method described below, or at the same time that you add a new lookup list.
To add, edit or delete lookup items
- In the Web Application, select Designer
Field Types Lookups from the menu. Existing lookups list in the alphabetical order. - Locate the lookup by filtering the list by name.
- Double-click on the row containing the lookup to view and edit its details.
Alternative method: Click on the lookup to select it, then click Edit. - The next steps are:
- When you ADD an item:
in the Values tab-form, click Add New Values. Type in the Name of the Lookup Item. The fields to be completed are- Name
This is the value which will be used in the lookup - Description (Optional)
If you need to add more information about the Lookup item, add it here. - Color (Optional)
Provide a Hex code to color code this item in the web application. The color code will be used in List Views and in Forms. See below - ID: System-generated number; you cannot change it.
- When you EDIT an item:
Select the item, and change the value as required. - When you DELETE an item:
Select the box next to Mark for Deletion.
- Repeat step 4 for all other lookup items you want to add, modify or delete.
- New Lookup List items display at the end of the list.
- Once you have added items to the lookup list, you can sort them.
- Click Save to save the Lookup List items.
- The system will automatically publish these changes to the Web Application - please allow for up to 1 minute for this process to finish.
On Roam devices, the change will be applied with either next delta, or full download of form data.
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If a form, which is referencing a modified lookup, is open while items are being added or removed, the end-user will need to close and re-open the form for the changes to become effective.
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Color lookup Items
Example, [Action Priority] ‘Low’ is indicated using a green dot.
Colored indicators will only be displayed for combo box fields.
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