The Execute Quick Lookup icon that displays to the right of a field opens a view that displays records related to the input field that you can select. All of the lookup views function in the same manor.
- If there are multiple records in a lookup, the Search Critiera/Grid page displays.
- If there is only a single record in the lookup, the Details page opens.
The following table outlines the functionality of each button on the Search Criteria/Grid page of the Lookup views:
Button Label |
Icon |
Functionality |
Search |
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Searches for all records that match the Search Criteria input.
|
Clear |
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Clears the entries in the Search Critiera. |
Personalize |
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Opens up the Personalization section of iTopia which allows you to personalize the Search Criteria, Search Results, Sort and Details pages of the current view. For more information on personalizing a view, click here. Note: If this button is not available on your view, you have not been assigned to a role that has been granted the 'customize' permission. Please contact your system administrator for more details. |
Select Record |
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Selects the record and returns you to the original view. |
View Record Details |
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Opens the Details page for the current record. |
Lookup Views - Details Page
The following table outlines the functionality of each button on the Details page of the Lookup views:
Button Label |
Icon |
Functionality |
Select |
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Selects the current record and returns you to the Customer Price Lists(SU13) page. |
Go to Previous Record |
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Moves you to the previous record. This icon only displays if the current record is not the first record from the search. |
Return to Search Page |
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Closes the Details page and returns you to the Search Criteria/Grid page of the original view. If you have made changes to the current page that have not been saved, the following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue or Cancel to stay on the current page. OK/Cancel". |
Go to Next Record |
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Moves you to the next record. This icon only displays if the current record is not the last record from the search. |
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