How to add, edit, move, sort, and merge the values on the lookup drop-down lists
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How to add, edit, move, sort, and merge the values on the lookup drop-down lists
- Select Administration from the Navigator Bar.
- Click the Lookups tab at the top.
- Under Tables (left) select the category you want to manage; for example, Family Directory, Religious Education, etc. Please note: The sacramental tables fall under the Family Directory category.
- Under the category, select the table you want to manage; for example, Career Types, Celebrants, Events, Family Group, School, Title, etc.
- Click the link that describes what you want to do next:
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How to add a value to a lookup table
- Click the add button (+) and fill in the description, then click save.
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How to edit a value on a lookup table
- Click the edit button (pencil) to the left of the value you want to change.
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Update the description and click Save.
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How to move a selected value to the top or to the bottom of the lookup table category and save
- Find the value you want to move and click the checkbox to its left.
- Click the move to the top or move to the bottom button
- Save the new order
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How to sort the list alphabetically from A-Z or from Z-A
- Click either sort button to sort from A-Z or from Z-A.
- Save the new order
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How to merge two values that represent the same thing
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- Find the value you want to merge into another value and mark the checkbox.
- Click the merge button.
- Use the drop-down to select the value you want to keep (and have the first value merged into).
- Once you are certain you selected the correct value, answer Yes to the prompt.
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