Configuring the Lookup tab

Column	Description
Auto Start	Should a lookup run a search even if the user has not yet had a chance to enter a search term? Yes - Search immediately with an empty search term. No - The search does not run until the user has a chance to enter a search term.
Column Data	Use along with the Column Pivot column for pivoted Search Results views. Leave blank for a non-pivoted view. For a pivoted view, this value specifies the data that is displayed in the results. This data is displayed under the column caption that is specified by the Column Pivot column. In this `SELECT` statement, there are five columns (0 to 4). The column data, `tp.pvalue`, is column 4; therefore, specify 4 in Column Data for this example. `SELECT f.formula_code, f.version, f.description, tp.param_code, tp.pvalue` The Column Data field supports a semi-colon delimited list of data column numbers, instead of a single column number. Valid values are blank, a positive integer value, or a list of positive integer values.
Column Desc	Specify the column number from the Reference tab, Reports/Views tab, Search Results tab or Lookup containing the description of the record being displayed.
Column Keys	Specify the column number from the Reference tab, Reports/Views or Results tab, or lookup containing the key to the records being displayed. This information is used for drilling down to the record. In views and search results, use column 2 as the first column to display data. You can specify a: Single number such as `3`. More than two numbers such as: `2~3~4` (that indicate that the values are derived from column 2, column 3, and column 4). An object with a version number would be two numbers separated by a semi-colon. For example: `2;3` Because there are no line numbers in lookups, you can use the first column, normally used for line numbers, to display data. When you use Column Keys, ensure that you use the View Symbol.
Column Pivot	Use along with Column Data for Search Results views only. Leave blank for a non-pivoted view. For a pivoted view, this value specifies the column caption for the results view. In this `SELECT` statement, there are five columns (0 to 4). If the caption is to be derived from the `tp.param_code` column, specify 3 here. `SELECT f.formula_code, f.version, f.description, tp.param_code, tp.pvalue`
Custom Mark	Optional. Administrators can use this column to mark lookups for their own specific purposes.
Description	Specify a description of the lookup, view, or result.
Lookup Code	Specify the name of the reference, view, result, or lookup. Names must match the Lookup Set tab entries. The ASCII sort order determines the order on the shortcut menu. References format: `V\Ref<current symbol>#` Results format: `V\<current symbol>SEARCH#` View format: `V\<current symbol>#` Lookup format: `<current symbol>#` Search results views are seen only in the Search Symbol form, such as Formula Search.
MULTILINE COLUMNS	Pertains only to string values in the View grids (i.e., `V\<lookup code>`). Specify the column numbers to display in a multi-line format. These column numbers correspond to their positions in the Column Labels field in the Lookup Set > Lookup Language tab. Separate each column number with a semi-colon. Suppose you want the text strings for the Alias 1 and Alias 3 columns to display in a multi-line format. In the Lookup Set > Lookup Language tab, the Alias 1 and Alias 3 columns are in the sixth and eighth position in the Column Labels field. For this example, you must specify 6;8.
Query Code	Specify the name of the query entered in the Query form. To open the Query form, press the CTRL key and click a query name. The query retrieves the specified records and displays them in the Results tab, Views tab, or Lookup dialog. (This column is not used for References.) For results, include `VIEW` and `SEARCH`: `VIEWITEMSEARCHRESULTS1`. For views, include `VIEW`, the object where the view appears and the name of the viewed object plus a suffix: `VIEWITEMFORMULA1` or `VIEWITEMSPECIFICATION1`. Include `LOOK` for lookups: `FORMULALOOK3`.
Search Query Code	Use to configure saved search codes in lookups. Include `“search”` and `“lookup”` in the syntax of the query. See Query examples for lookups.
Set Query Code	Use to include sets in Lookups. Include `“set”` and `“lookup”` in the syntax of the query. See Query examples for lookups.
Start Col Type	String or numeric type for the key. This information is required by Optiva for constructing SQL statements correctly. 0 = a string type field, like a code. Strings require quotation marks (") in the SQL statement. 1 = a numeric type field, such as Workflow ID. Numerics do not require quotation marks (") in the SQL statement.
View Symbol	Specify the name of the object type that is being referenced. This enables the user to look up an object in a view, reference, or search result. The View Symbol must be valid. Exceptions are company types of customer or vendor. The Optiva administrator can leave the View Symbol blank to disable hyperlink and Launch Workflow functionality on Views.

Auto Start

Should a lookup run a search even if the user has not yet had a chance to enter a search term?

Yes - Search immediately with an empty search term.

No - The search does not run until the user has a chance to enter a search term.

Column Data

Use along with the Column Pivot column for pivoted Search Results views. Leave blank for a non-pivoted view.

For a pivoted view, this value specifies the data that is displayed in the results. This data is displayed under the column caption that is specified by the Column Pivot column.

In this SELECT statement, there are five columns (0 to 4). The column data, tp.pvalue, is column 4; therefore, specify 4 in Column Data for this example.

SELECT f.formula_code, f.version, f.description, tp.param_code, tp.pvalue

The Column Data field supports a semi-colon delimited list of data column numbers, instead of a single column number. Valid values are blank, a positive integer value, or a list of positive integer values.

Column Desc

Specify the column number from the Reference tab, Reports/Views tab, Search Results tab or Lookup containing the description of the record being displayed.

Column Keys

Specify the column number from the Reference tab, Reports/Views or Results tab, or lookup containing the key to the records being displayed. This information is used for drilling down to the record.

In views and search results, use column 2 as the first column to display data. You can specify a:

Single number such as 3.
More than two numbers such as: 2~3~4 (that indicate that the values are derived from column 2, column 3, and column 4).
An object with a version number would be two numbers separated by a semi-colon. For example: 2;3

Because there are no line numbers in lookups, you can use the first column, normally used for line numbers, to display data.

When you use Column Keys, ensure that you use the View Symbol.

Column Pivot

Use along with Column Data for Search Results views only. Leave blank for a non-pivoted view.

For a pivoted view, this value specifies the column caption for the results view. In this SELECT statement, there are five columns (0 to 4). If the caption is to be derived from the tp.param_code column, specify 3 here.

SELECT f.formula_code, f.version, f.description, tp.param_code, tp.pvalue

Custom Mark

Optional. Administrators can use this column to mark lookups for their own specific purposes.

Description

Specify a description of the lookup, view, or result.

Lookup Code

Specify the name of the reference, view, result, or lookup. Names must match the Lookup Set tab entries.

The ASCII sort order determines the order on the shortcut menu.

References format: V\Ref<current symbol>#
Results format: V\<current symbol>SEARCH#
View format: V\<current symbol>#
Lookup format: <current symbol>#

Search results views are seen only in the Search Symbol form, such as Formula Search.

MULTILINE COLUMNS

Pertains only to string values in the View grids (i.e., V\<lookup code>). Specify the column numbers to display in a multi-line format. These column numbers correspond to their positions in the Column Labels field in the Lookup Set > Lookup Language tab. Separate each column number with a semi-colon.

Suppose you want the text strings for the Alias 1 and Alias 3 columns to display in a multi-line format. In the Lookup Set > Lookup Language tab, the Alias 1 and Alias 3 columns are in the sixth and eighth position in the Column Labels field. For this example, you must specify 6;8.

Query Code

Specify the name of the query entered in the Query form. To open the Query form, press the CTRL key and click a query name.

The query retrieves the specified records and displays them in the Results tab, Views tab, or Lookup dialog. (This column is not used for References.)

For results, include VIEW and SEARCH: VIEWITEMSEARCHRESULTS1.

For views, include VIEW, the object where the view appears and the name of the viewed object plus a suffix: VIEWITEMFORMULA1 or VIEWITEMSPECIFICATION1.

Include LOOK for lookups: FORMULALOOK3.

Search Query Code

Use to configure saved search codes in lookups. Include “search” and “lookup” in the syntax of the query. See Query examples for lookups.

Set Query Code

Use to include sets in Lookups. Include “set” and “lookup” in the syntax of the query. See Query examples for lookups.

Start Col Type

String or numeric type for the key. This information is required by Optiva for constructing SQL statements correctly.

0 = a string type field, like a code. Strings require quotation marks (") in the SQL statement.

1 = a numeric type field, such as Workflow ID. Numerics do not require quotation marks (") in the SQL statement.

View Symbol

Specify the name of the object type that is being referenced. This enables the user to look up an object in a view, reference, or search result.

The View Symbol must be valid. Exceptions are company types of customer or vendor.

The Optiva administrator can leave the View Symbol blank to disable hyperlink and Launch Workflow functionality on Views.