Standard drop down (or lookup) fields in the Equus Platform can be edited using the Lookup Maintenance screen at the system level. All values on the System Lookup Maintenance screen are available to all companies. To have different lookup values for different companies, a lookup override must be applied at the company level using the Company Lookup Override screen.
Examples of popular lookups that can be amended are Phase, Assignment Status, Employee Title. Note that some 'assignment' level lookups are called 'relocation' in the list such as Relocation Phase and when a value is added at the system level, it is available for all companies.
Select the name of the lookup from the Lookup Field type-ahead drop down list.
Click
for a blank row to appear. To add multiple rows, change the value beside the
button.
To add a new entry, populate the Display Value and Report Value fields. Then, in the Display Order field, add a number to determine the display order.
Finally, click
to save the changes and for the new value to appear in the lookup/drop down list.
Things to Note
When Lookup Fields have been added to an Integration Data Map, an option will be available to send for the selected field the Display Name (Display Value), the ID (Code) or the Client Value (Client Code) for the lookup if one has been configured on the Lookup Maintenance screen.