Manage Lookups Fields

The following table provides descriptions for the fields shown on the Manage Lookups page.

For help adding or editing lookups, see Manage Lookups.

Field Description
Select a lookup Allows you to add a new lookup or select an existing lookup to modify.
Lookup Name Allows you to enter or view the lookup name.
Active Allows you to make this value available for use in any templates where the lookup is assigned. Deselect this check box to keep the value without making it available in the lookup.
Database Value The value visible to Admins.

Note: If you are creating a lookup for a Performance Review, the Database Value must be numerical in order for it to count toward the total review score.
Display Value The value that users see in their template.
SQL Choices Override Allows you to create custom lookups based on an SQL select statement that pulls values from Vista.

Note: This section is meant for advanced users only. Viewpoint Views are not supported.

  • Two columns should be returned: ChoiceShortName and ChoiceLongName. Use fully qualified references to Viewpoint tables, for example: select CAST(JCCo as varchar(10)) + '-' + LTRIM(Job) as ChoiceShortName, Description as ChoiceLongName from Viewpoint.dbo.bJCJM.
  • After you have entered an SQL statement, select Evaluate Lookup to test it.
Trash icon The Trash icon is available at the top of the lookup page and for each individual database value.
  • To delete a lookup, select the Trash icon to the right of the lookup name at the top of the page.
  • To delete a lookup value, select the Trash icon to the right of that value in the Manage Lookup Choices section.
Note: Lookups that are deleted on the Manage Lookups page are automatically removed from any portal settings that they were assigned to, leaving those portal setting blank.
Up / Down arrows Allow you to reorder existing lookup values.