Add Sub-Lookup
Adding a sub-lookup allows you to create hierarchical relationships within your existing lookups.
Steps to Add a Sub-Lookup
Navigate to the Lookup Page
Click the Data icon in the Primary Left Panel.
Select Lookups to open the Secondary Panel, displaying the list of defined lookups.
Select the Lookup to Configure
Click on the desired lookup from the list in the Secondary Left Panel.
The lookup page will open on the right side of the panel.
Initiate Adding a Sub-Lookup
Click on New Sub-Lookup from the Tabs & Actions Bar.
Define Sub-Lookup Type
Select Type:
Self: Select this option if the sub-lookup is a self-referencing lookup. No further details are required.
Other: Choose this option to reference another existing lookup.
A new field will appear to select the sub-lookup from a list of all other lookups available in the system.
Submit the Sub-Lookup
Click Submit to create the sub-lookup.
The new sub-lookup will be added to the Sub-Lookups table under the Sub-Lookups tab on the lookup page.
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