Lookup Manager




Lookup Manager is used to create, rename, download, clone, delete, and manage check out status for lookups stored in the pasPortal.


Opening the Lookup Manager will immediately display a list of all dashboards available from the pasPortal as a tree view.  Any dashboard that contains a lookup will be expandable to allow lookup management features.


Creating New Lookups


To create a new lookup, right-click the dashboard node and choose Create Lookup.  You must enter a name for the new lookup.  This will immediately upload a default lookup the the pasPortal dashboard and it will be immediately displayed inside of the selected dashboard node.  After the lookup is created, the Mapping Schema Editor can be used to manage and change the lookup columns.


Manage Existing Lookups


To manage an existing lookup, right-click on the lookup node to display a list of management options available.


Clone - Selecting the clone option will make a duplicate of the desired lookup.  You will be required to provide unique name for the duplicate lookup.


Delete - Selecting the delete option will immediately delete the desired lookup from the pasPortal.  You will be asked to confirm the deletion of the lookup.  The lookup will be permanently deleted and is not recoverable.


Download To Current Workbook - Selecting the download to current workbook option will download the lookup and display it in the currently active workbook in a new Lookup Sheet.  This worksheet will be linked to the desired lookup.  Any further management options executed on this worksheet will directly reflect on the pasPortal. See Lookup Sheet Management The Lookup Manager will remain open so several lookups can be added to the workbook.


Download To New Workbook - Selecting the download to new workbook option will create a Lookup Workbook.  The selected lookup will be downloaded and displayed in this workbook. This workbook is a lookup workbook and will not contain any mapping data.  Selecting this option will close the Lookup Manager.


Edit Columns - Opens the Mapping Schema Editor allowing you to add, remove, rename, and re-arrange column definitions in the mapping lookup.


Rename - Selecting the rename option will change the name of the selected lookup.


Toggle Checkin/Checkout - Selecting the toggle checkin/checkout will present a message displaying the checkin/checkout status of the lookup.  It will also present the option to check the lookup in if it is checked out to the current user, or to check the lookup out if it is not currently checked out.


Note - Altering an existing lookup can break existing integrations.


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