PSFS Administration - Lookups: How to edit items in a lookup table

How to edit items in a lookup table

To add or remove an item to a lookup table or sort the table, go through the following steps:

  1. Go to the Administration module. This module is only visible to staff members with "Parish Administrator" rights. If you can't see the tab, you should talk to another staff person with administrative rights.
  2. Select the Lookups tab.
  3. On the left side of the window, choose the table you want to edit. In this example, the Celebrants table has been selected.
  4. In the toolbar, click on the + to add an entry.

     
    To edit an entry, click on the pencil and paper icon  next to it.

    To remove an entry, click on the icon of the four green spheres . Select another entry to merge with. The original entry will be removed from the list. Any examples of the first entry in the database will be replaced with the second. If an entry was entered by mistake and never used, this will be equivalent to deleting it. Note: only lookups which are owned by the organization may be merged out.
  1. Enter the text you would like to display in the entry. To add a blank entry, enter a space.
  2. Click Save

 


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