Lookups

To search for records in the system, specify your search criteria in the appropriate fields, and click Search. All records that match your search criteria are displayed.

Each record in your search results shows summary information and an ID link. Click this link to load the record into an InfoViewer to view and edit it. Click the Next and Previous buttons in the InfoViewer to page through the records from the lookup grid. To sort search results, click a column header in the lookup grid. To perform a new search, click Clear to remove your search criteria and list of records and start again.

Lookups search criteria fields are divided into these tabs: A Search Criteria tab shows search fields, a List tab shows search results, and a Map tab shows a map of the located records.

In some lookups you can perform tasks such as creating and editing records. Depending on the lookup, use the Action button at the top of the lookup or the Add, Edit, and Delete buttons in the lookup results grid.