Add Lookup

Adding a new Lookup involves defining its name and description.

Steps to Add a Lookup

1. Navigate to the Lookups Section

   • Click the Data icon in the Primary Left Panel to expand the menu.

   • Select the Lookups section from the list.

     
2. Initiate the Creation Process

   • From the Secondary Left Panel, click the + icon available at the top of the Lookups list.

     
3. Enter Lookup Details

   • A New Lookup Drawer will open to enter the lookup details:

     • Name

       • This should be a unique identifier for the lookup, between 2 to 100 characters long. Avoid using spaces or special characters.

       • Validation Rules:

         1. The name must be unique.

         2. The name length should be between 2 and 100 characters.

         3. The name cannot be empty.

         4. The name cannot include special characters.

         5. The name cannot include spaces.

     • Description (optional)

       • Descriptions should be between 0 and 400 characters long, detailing the purpose and usage of the lookup.

       • Validation Rules:

         1. The description length should be between 0 and 400 characters.

4. Submit the Lookup

   • Click the Submit button to create the lookup.

     
   • The new lookup will appear under the Lookups list in the Secondary Left Panel.