Create or Edit Static Dependent List Lookups
Use the create lookup page to create static dependent list lookups. The first lookup you create appears on the levels page of the lookup and it serves as the top-level lookup in the hierarchy.
Follow these steps:
- Open Administration, and from Data Administration, click Lookups. The list page appears.
- Click New to create a new lookup, or click the lookup name to edit that lookup.
- For the Source, select Static Dependent Lists and complete the following:
- Lookup Name
- Defines the unique name for the lookup.
- Lookup ID
Defines the unique ID for the lookup. The value is typically entered in uppercase letters. The ID provides some information about the function of the lookup.
Example: LOOKUP_ACTION_STATUS.
- Content Source
Specifies the data source for the lookup.
Values:
- Customer—Specifies that you are providing the data source.
- FM Stock Reports
- CPIC Accelerator—Specifies that you are using the CPIC Accelerator add-in as your data source.
- PMO Accelerator—Specifies that you are using the PMO Accelerator add-in as your data source.
- PPM Stock Reports
Note: Contact your CA Clarity PPM representative for details about acquiring add-ins. Default: Customer
- Description
Specifies a brief description of the lookup in the Description field.
- Save the changes.
Create Dependency Levels for Static Dependent List Lookups
A static dependent list lookup consists of a hierarchy of levels and values. To create this type of lookup, you create the levels of the hierarchy. Then, create the values that can be available for selection at each level. Typically, each level offers multiple values. For example, a top level “Nation” field offers several values in addition to U.S.A., such as Argentina, Britain, Canada, Mexico, and Singapore.
Follow these steps:
- Open the static dependent list lookup. The general page appears.
- Click Levels. The levels page appears.
- Click New. The create lookup page appears.
- Complete the following:
- Lookup Name
- Defines the name for the lookup level.
- Lookup ID
Defines the unique ID for the lookup level.
- Description
Defines a brief description of the lookup level.
- Save the changes.
NJ