Creating Look-Up Lists

Look-up lists let you populate drop-down lists in the WebDocs web client for titles or search keys. Use look-up lists if you have a finite list of choices and you don't want users to be able to add choices to the list. Users choose values from these drop-down lists when they upload or search for documents.

For more information and examples, search for "look-up lists" on the RJS Software support site: http://support.rjssoftware.com/.

Creating a look-up list works the same for titles and search keys:

1. For:
   • Titles, from the main menu, choose 13: Work with Document Types.
   • Search keys, from the main menu, choose 14: Work with Document Keys.
2. InOptnext to the title or search key for the look-up list,type 7 and pressEnter.
   
   Edit Lookup List displays.
   
   
3. InValue, type a choice to display in the title drop-down list.
4. (Optional) InSeq, type the sequence number of where this choice will display in the list. You can use any numbering scheme you want.
   
   Best Practice:You may want to leave gaps in the numbering scheme to add other items later. For example: Add sequence numbers 10, 20, 30, and 40. Then later you could add 11, 12, 23, and so on.
   
   Note: If you leave the sequence number blank, items display in alphabetical order.

5. Press Enter.
   
   The message Record Added displays and an empty row is added so that you can enter more choices.
   
   

6. Repeat steps 3-5 to add as many choices as you want.
7. When you've entered all the choices, to activate the look-up list, inUse Lookup List, type Y and press Enter twice.
   
   The look-up list is now set up and activated. When users click the title drop-down list, they see the choices you entered:
   
   

 

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ProductVersion | 201803231252 | March 2018