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Manage Lookup Data

Add records to the lookup data as part of the Input process.

Help Guide
Updated by Help Guide

What can you do

Supplemental Lookup Data allows Axiom Pro users to add records to lookup data during the input process. Users can search and select data sets for validation using fields beyond the primary lookup key, such as first name or last name.

You will need Manage Supplemental Lookup permission to perform this operation.

Search values in lookup table

  1. Click on Settings Icon (⚙️) --> Admin
  2. Go to System --> Manage Lookup data
  3. Select a Catalog
  4. Enter the field to search.
  5. The lookup options with the searched field will be displayed

Add values in lookup table

  1. Click on Settings Icon (⚙️) --> Admin
  2. Go to System --> Manage Lookup data
  3. Select a Catalog
  4. Click on Add New Record
  5. A new row will be added
  6. Enter the information
  7. Click on Ellipses --> Save
You can Cancel if you don’t want to add the information by clicking Ellipses --> Cancel

Edit values in lookup table

You can edit a supplemental record that was entered.

  1. Click on Settings Icon (⚙️) --> Admin
  2. Go to System --> Manage Lookup data
  3. Select a Catalog
  4. Search for data that you need to edit
    1. Only Supplemental Lookup data can be edited
  5. Go to that record needs to be edited
  6. Click on Ellipses --> Edit
  7. Update the data
  8. Click Ellipses --> Save

Delete a record

You can delete a supplemental record that was entered.

  1. Click on Settings Icon (⚙️) --> Admin
  2. Go to System --> Manage Lookup data
  3. Select a Catalog
  4. Search for data that you need to edit
    1. Only Supplemental Lookup data can be deleted
  5. Go to that record needs to be deleted
  6. Click on Ellipses --> Delete
  7. You will get a notification stating ‘Lookup data deleted successfully

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