Lookup Functionality

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		Searches for all records that match the Search Criteria input.
Clear		Clears the entries in the Search Critiera.
Personalize		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		Selects the record and returns you to the original view.
View Record Details		Opens the Details page for the current record.

Lookup Views - Details Page

Button Label	Icon	Functionality
Select		Selects the current record and returns you to the Customer Price Lists(SU13) page.
Go to Previous Record		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		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		Moves you to the next record. This icon only displays if the current record is not the last record from the search.