Lookup Sets - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Lookup tab

Use this tab to customize the data columns for Lookups, Views, Search Results tabs (for search objects) and References tabs.

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 Column Pivot entry for pivoted Search Results views. Leave blank for a non-pivoted view.

For a pivoted view, this value specifies the data that will display in the results. This data will appear under the column caption 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, you would enter 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 just a single column number. Valid values are blank, a positive integer value, or a list of positive integer values.

Column Desc

Enter the column number containing the description of the record being displayed.

Column Keys

Specify the column number containing the key to the records being displayed. This information is used for drilling down to the record.

In views and search result displays, use column 2 as the first column to display data.

You can enter a:

Single number such as 3.
More than two numbers such as:2~3~4 (which 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 using Column Keys, be sure to use View Symbol.

Column Pivot

Use along with Column Data for Search Results view 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 tp.param_code column, enter 3 here.

Custom Mark

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

Lookup Code

Enter the name of the reference, view, result, or lookup. Names must match the Lookup Set 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

Enter the name of the query.

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.

This column is not used for References.

Search Query Code

Use this column to configure saved search codes in lookups. Include search and lookup in the syntax of the query.

Set Query Code

Use this column to include sets in Lookups. Include “set” and “lookup” in the syntax of the query.

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

Enter the name of the object type being referenced to enable 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 may leave the View Symbol blank to disable Hyperlink and Launch Workflow functionality on Views.

Lookup Language tab

Here, you define the display name used in the view or reference filter list and the captions for the results columns. These labels are language specific.

Column Labels

Enter the text that will appear in the column headings.

Use semi-colons to separate the list.

For example: Formula Code;Version;Description

For lookups, use this column with the Line Label column.

The number of semi-colon delimited values must match the number of columns in the custom query. (Blank labels count, like One;Two;;Three;;;Four.)

Column Widths

Use with Column Labels. Enter the width of the columns.

in the table. Use semi-colons to separate the list.

For example: 10;20;10;40

Displays for views and results starting with the second column. Start the column width list with a 0 to ignore the first column. For example: 0;20;10;40.

The number of semi-colon delimited values must match the number of columns in the custom query.

This only applies the first time an user goes to a lookup. In subsequent trips, it defaults to the size that the user has resized the column width to.

Language Code

Enter the language code you require for language sensitive entries, such as column headings.

Line Label

Enter the text for labeling the categories for sorting the lookup objects. For example, Formula by Keys or Formula by Description.

Lookup Code

Enter the names of the references, views, search results, or displays that are available. Use one row for each. Names must match the entries in the Lookups tab.

Lookup Sequence

This column controls the order in which Lookups, Reference types, and Report View titles will display in the References and Reports tabs.

When this column is set to 0, the order will be alphabetical. For example, select your formula and go to the References tab. The default order should be: Customers, Formulas, Ingredient Statements, Programs, Specifications, Vendors.

Assigning numerical values to the Lookup Sequence column allows you to change the display order. For example, you can change the formula’s Reference tab display order to show the section titles in this sequence: Programs, Specifications, Vendors, Customers, Formulas, Ingredient Statements.

Title

Enter the text that will appear on the shortcut menu, drop-down list, or lookup dialog title bar to indicate the references, results, views, or lookups that are available.

References example: Specifications, Vendors,Customers
Lookups example: Formulas by Formulator
Results example: Summary Results, Detail Results, Results with TP Data, Results with Current TP Data
Views example: Items

Lookup Set tab

This tab references the columns in the Lookups and Lookup Language tabs.

Access Security

Enter the level of security access that corresponds to the lookup code.

Lookup Code

Enter the names of all available references, views, and lookups. Use one row for each value. Names must match the entries in the Lookup tab.

Set Code

Enter the name of the object being viewed.

The set code values can be: (SYMBOL) or Lookups, V(SYMBOL) for views, and V\REF(SYMBOL) for references.

Assigning set views to views and references

Using the Lookup Set > Filter tab, you can assign set codes to views and references in the Lookup Set form. This tab is displayed only for Lookup Sets that have the V\ and V\REF prefix.

Set code filters are optional. They restrict the list of views that are displayed in the Reports tab of the business object and the list of reference choices that are displayed in the References tab of the business object.

For more information, see the Infor PLM for Process Application Configuration Guide.