Lookup Type

The Lookup Type configuration allow you to define lookup types so that they can be leveraged in the Calculation Types configuration.

Lookup types are static tables that function like VLOOKUP in Excel. One main difference is that values can be looked up using multiple columns.

Click New Lookup Type to add a lookup type. Click Edit to edit a lookup type.

General

FIELD	DESCRIPTION
Name	Lookup type name.
Description	Detailed description of the lookup type.
Related Table	Internal table that the lookup fields reference (e.g., when Field type lookup fields are added).
IsConstants	For constants, only one information field can be defined. Additionally, it will automatically key the data and only allow constant informational data to be configured.
Auto Key	Prevents the creation of lookup fields and instead auto-increments an ID.

Lookup Fields

Lookup fields are used for record selection. Informational fields are used to contain the resulting data.

FIELD	DESCRIPTION
Name	Lookup field name.
Description	Detailed description of the lookup field.
Field Type	Lookup fields can be Informational or Lookup. If an Informational field is added, the Data Type must be specified for the field. If a Lookup field is added, a Lookup Type must be specified for the lookup process. Example If an item attribute should be used to look up a value, it needs to be specified on the corresponding Lookup Type field.

Additional Buttons

BUTTON	DESCRIPTION
Upload	Upload a spreadsheet to the Lookup Type List page. The standard table format is the structure of the lookup type plus EffectiveDateStart, EffectiveDateEnd, and Active columns.
Role Access	Control which user role(s) can access a specific lookup type table.
Example XML	View a sample XML to aid in creating an upload file.
Lookup Details	View a specific lookup type table and allow for updates, as necessary.

ECO