Lookups

Overview:

Lookups are used throughout the Workbench to provide a restricted list of values that may be selected by the User.

An example of this is the Datasheet Type dropdown list on the Datasheet Template details screen, the provisional values in the example are 'Demo Type 1', and 'Demo Type 2'.

 

The Lookup records that are available for selection on the above screen are :

  • Type is optional entered text
    It is required if the dropdown list is to display a meaningful list 
    It must align with a form/screen that is programmed to look for the Lookup Type

  • Value is optional entered text
    In some instances it is required, often as an integer, for the system to function (lookups to work), in other instances it is ignored.
    In the Job People Maintenance screen it is ignored.

  • Priority is an optional entered number
    Priority determines the sequence the lookups will be displayed in the dropdown list.
    The Description is the secondary sort in the dropdown list

  • Description is optional entered text
    It is required if the dropdown list is to display a meaningful list

  • Delete is selected if a Lookup is to be deleted on Save

  • New Lines may be added 

 

  • Save records the additions/modifications/deletions in the database

 

Some Lookups are used in MS Access Workbench that contain the same values as those that access an internal System table in webWorkbench.
An example of this is the Timesheet Group 'Other Role' Approval List.
In these instances a script is run when webWorkbench is installed or upgraded that updates the Lookup tables to ensure the Lookups List includes,
as a minimum, the Web System lookups.

Any requirements to add / modify / delete lookups should be discussed with a Workbench Consultant before proceeding.

Screen Guide:





Configurable text based footer columns have been introduced to cater for basic tabular formatted information that is not well supported by the HTML footer. Note: They are only available on the reports listed below and where the report orientation is portrait.

The footer column text is defined as Lookups where the Type determines what document the footer applies to. The supported Lookup Types are:

•   AP Invoice Footer Grid
•   AR Credit Footer Grid
•   AR Invoice Footer Grid
•   Contract Claim Footer Grid
•   Output Claim Footer Grid
•   PO Footer Grid
•   Subcontract Claim Footer Grid
•   WO Footer Grid

The maximum limit for the number of column's is 5 per location and the font size is system adjusted to be smaller with additional columns.

You can enter a sequence (priority) for a column that you want to be blank, for placement of the text. Ie: You want text to only be in the 5th column. The font will be 6pt, because you have essentially told the system that you have 5 columns. You would enter Priority 5 for the location with the Description text. You do not have to enter in any other columns with a priority. 

You can enter in a combination of sequences (priorities) to space the data, for example deleting the data in Priority 2 of the example will display:

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