Lookup Form

The Lookup form allows you to search for primary items in the selected application. You can then manage these items as your privileges allow. Your administrator determines which fields are available in the Lookup form for entering search criteria.

Enter your search criteria in available fields, and then click the Lookup button to perform the search.

The following search options are available on the Lookup form.

Field Description
Lookup Click this button to perform a search after specifying search criteria in the available fields. Search results appear in the Results pane located to the right of the Lookup form.
Clear Click this button to clear search criteria from the fields.

The following information applies when you provide search criteria for different field types.

Field Description
Active/Inactive Items The Advanced Lookup Defaults option in your user profile specifies if items that you are searching for are active or inactive in the system. If your administrator set the Active/Inactive field to appear in the Lookup form, the option selected in your user profile is also selected by default for the field. At the time of the lookup, you can change the default selection. If you select All in your user profile and the Active/Inactive field appears in the Lookup form, the field is empty but returns both active and inactive items.
Note: The Clear button has no effect on the Active/Inactive setting.
Value Find Selection-type fields with a search icon next to the field indicates that Value Find is enabled. Enter search criteria, such as an entire word, a few letters, or an asterisk, and then click the icon or press Enter to perform the search. Any matches populate the drop-down list for you to make a selection. For details, refer to Using the Value Find.
Relational Field Value Lookup Relational fields may display an icon with an additional search icon that indicates that Relational Field Value Lookup . Relational Field Value Lookup provides an advanced search mechanism similar to the Advanced Lookup Tool. You can use this search mechanism to find values for the Relational fields. For details, refer to Using Relational Field Value Lookup.
Text Fields If a percent sign (%) appears next to a Text field, wildcard characters are automatically prepended to the field as long as there are no wildcard characters within the search text. If you do not enter search criteria, the SBM User Workspace returns all results as if you had entered a wildcard. When the percent sign is not there, a wildcard character is appended automatically after the entered search text as long as there are no wildcard characters within the text. For tips on using wildcard characters in the Lookup form, refer to Advanced Lookup and Relational Field Value Lookup Wildcard Searches.
Start and End for Date/Time Fields If your administrator enabled Date/Time fields for searching on the Lookup form, specify a start and end date as part of your search criteria. Manually type a date in the format specified next to the field, use the Calendar pop-up window to enter a date, or enter a special Date/Time keyword, such as startof_today. If you specify a Start date/time only, the search results return items that apply to that date/time and later. If you specify an End date only, the search results return items that apply to the date/time and before. If you specify a Start date and an End date, the search results return items where the field data falls between those dates. If you specify a date only in the Start box, the query begins at 0:00:00 for that day. If you specify a date only in the End box, the query ends at 23:59:59 for that day.
Tip: For a list of Date/Time keywords, refer to Using Date/Time Keywords.

Related Topics

Lookup Form Results

Viewing Primary Items