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Application Configuration: Changing Lookup Values

The Application tab is where any application-specific configuration takes place – including:

  1. Enabling/Disabling an Application
  2. Configuring the View within an App (Hiding fields, Relabeling fields, Changing Lookup Lists, Default Data, Numbering Scheme Setup, etc.)

Note that not all applications will have the same configuration options.

Kahua allows for definition of lookup values in drop-down fields. Changing the lookups at a partition level in Configuration will update the lookup values for all the projects and partitions below that partition. 

If you desire to change to change lookup values for the entire domain, ensure you have navigated to the ‘root’ of the domain in Project Finder (your company name). 

To do so, enter the application’s configuration detail pane, and select the tab Lookups.

Once in the Lookups tab, toggle to Override if the document is inheriting settings. Note that if you are at a project or partition in your Navigation bar, this configuration will impact all partitions and projects deeper in the hierarchy. If you desire to make this change for the entire domain, ensure you are navigated in Project Finder to the ‘root’ of the domain (your company name).

Select the field that you want to update the lookup values for. Toggle to override on the right detail pane that appears.

Add new lookup values by entering a value in the ‘Add’ space at the bottom of the detail pane and clicking Add.

To remove a lookup value entirely, click the X icon to the right of the value.

To re-order the lookup values in the list, use the up and down arrows. If a new value just added does not yet have an arrow, Save and then the value will have the arrow for you to move the value in the list accordingly.

When complete, Save

Note that you must complete all the above steps, including saving, for each lookup field you wish to update.

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