Drop-Down Lists and Lookups

When you enter data on Vantagepoint forms, you often can display a drop-down list or a lookup and select the value for the field or grid column.

The symbol displays in fields and grid cells that have a drop-down list or a lookup. In some cases, you can also hover over the field, click , and enter or select the value.

Drop-down lists consist of values used by multiple records or a variety of grids across a number of applications. Typically, you use drop-down values to set attributes for a record. Most drop-down values are configurable by your administrator. For certain options, you can create values that display in drop-down lists. For more information, see Add Values for Drop-down Lists.

Lookups are available in certain fields and give you the ability to search for and select records from either the database or values that were defined by your enterprise. Click the search filter in a field to display a list of records that meet the filtering criteria. Your security role determines whether or not you have access to a lookup. For more detailed information about Lookups, see Lookups in the Browser Application or Lookups in the Desktop Application.

Some drop-down lists and lookups provide additional functionality for adding, removing, as well as copying and pasting either multiple or all values. These multiselect drop-down lists and lookups are found in a number of applications and reports throughout Vantagepoint.

When you click the symbol, the multiselect drop-down or lookup list displays checkboxes to the left of all items. Select the checkbox for each value or use the Shift + Click shortcut to select either a range of values or all the values that you want included. For more information about multiselect drop-down lists and lookups, see Working with Multiselect Drop-down Lists and Lookups.