Create a Checklist Lookup

To begin creating a Checklist lookup you must follow the steps below.

  1. Select Admin > Manage Lookups.
  2. Under Select a Lookup, the drop-down allows you to create a new lookup, or select previously created lookups for editing. To create new lookup, select Add New Lookup from the drop-down.
  3. Enter a Lookup Name. Select Add.
  4. Create the values of your lookup manually or use SQL to override the choices available.
  5. Manually Create Values
  6. For each of your lookup items, enter a database value and a display value. The display value will be what users see when selecting items.
  7. Use the arrows on the right of your items to manage what order they display in.
  8. Uncheck the Active checkbox to hide items from the lookup without having to delete them entirely.
  9. You must click the Add button to add each item to your lookup after entering the database and display values.

SQL Choices Override

Create a Query for Lookups

  1. Create a query that matches the image below.

  2. All selected columns must be data type varchar.

  3. The FROM Clause is fully qualified [database].[dbo].[table].

  4. The first selected column represents the Database Value.

  5. The second selected column represents the Label in the drop-down.