Lookup Lists Dialog Box

Use the Lookup Lists dialog box to define the values available for selection from fields with a data type of Lookup.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Custom Report Options.
2. In the Report Name field, select the custom report for which you want to specify Lookup option values.
3. Click Lookup Lists on the toolbar.

Contents

Grid Toolbar Options

Field	Description
Insert	Click this option to add a blank row to the Value grid, in which you enter a new value.
Delete	Select a value in the Value grid and click this option to remove the value from the list of selections.
Up	Select a value in the Value grid and click this option to change the order in which values display in the list of selections.
Down	Select a value in the Value grid and click this option to change the order in which values display in the list of selections.

Grid Fields

Field	Description
Tab	This field defaults to CustomOptions, to indicate the Custom Options tab. This is the Options dialog box tab on which the custom options that you specify display.
Column	All options specified in the Options grid with a Data Type of Lookup display in the Column area.
Value	Enter the name of a value that you want to make available for selection for the option selected in the Column area. For example, if you created a custom Lookup option called Report at, this option displays in the Column grid. You can select Report at in the Column area and define the values of Cost and Burden; insert one row for each value in the Value grid.