Working with lookups

In fields that require a pre-defined value, you can perform a lookup if you do not know the value. Click the lookup icon, and then specify and apply the filter criteria.

See Show Filter Row for information about applying filters.

To select a record, click the record. Optionally, use the arrow keys to highlight a row, and then press Enter.

If you know the value of the setting, you can use the typeahead function. As you type, up to 10 records that match the value are displayed. If you specify an exact value, you can press Tab to validate and accept the value.

In some lookups, you can select more than one value. In these types of lookups, check boxes are displayed to the left of the records. Records that were previously selected are displayed, but they are not available for selection.