The Select Qualified Lookup Record Dialog 

Use

To add or remove qualified records linked to the main table record, double-click inside the qualified lookup field’s cell to open the Select Qualified Lookup Records dialog (figure below).

The Select Qualified Lookup Records dialog contains a Search Parameters pane, an Available lookup records list, a Selected lookup records list, and two tabs: Lookup Detail and Search Selections.

Use the Search Parameters pane to narrow down the list of qualified table records appearing the Available lookup records list. For convenience, all of the search selections you make on the Search Parameters pane are shown on the Search Selections tab.

The Available lookup records list contains all of the records on the qualified lookup table which match your search selections. When you select a record in the Available lookup records list, the Lookup Detail tab displays the record’s field values (both display and non-display) in read-only gray, but its qualifiers are not displayed.

The Selected lookup records list contains all of the qualified table records which have been added to the main table record(s) you are editing. When you select a record in the Selected lookup records list, the Lookup Detail tab displays both the field and the qualifier values for the record, with the field values appearing in read-only gray and the qualifier names appear in square brackets ([ ]).

In addition to adding and removing existing qualified table records, you can also create new qualified table records from the Select Qualified Lookup Records dialog. New qualified table records are added to the Available lookup records list and must be added to the Selected lookup records list before their qualifier values can be edited.

Procedure

To narrow down the set of qualified table records in the Available Lookup Records pane:

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       1.      In the qualified lookup selector dialog, add one or more search selections in the Search Parameter tabs for each lookup field of the qualified table.

       2.      MDM narrows down the list of available qualified table records.

To clear the search selections for all of the lookup fields, right-click on any of the search tabs and choose Reset Search from the context menu. To clear them for just a single field do one of the following:

■       Select [ALL] in the search tab for that field

■       Right-click on the search tab for that field and choose Reset Parameter from the context menu.

To link existing qualified table records to the main table record:

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       1.      In the Select Qualified Lookup Records dialog, highlight a record in the Available lookup records list and click the Add button.

       2.      The record appears in the Selected lookup records list.

       3.      Click OK to save the change and close the Select Qualified Lookup Records dialog.

You can also double-click on a qualified table record (or drag-and-drop it) to add it to the Selected lookup records list.

All qualified lookup fields are multi-valued, so you are always permitted to select multiple qualified table records.

Unlike other object selectors, the qualified lookup selector dialog does not remove qualified table records from the Available lookup records list when you add them to the Selected lookup records list so that you can add each qualified table record more than once, if necessary, with a different set of qualifier values.

To unlink qualified table records from the main table record:

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       1.      In the Select Qualified Lookup Records dialog, highlight a record in the Selected lookup records list and click the Remove button.

       2.      The record disappears from the Selected lookup records list.

       3.      Click OK to save the change and close the Select Qualified Lookup Records dialog.

You can also double-click on a qualified table record (or drag-and-drop it) to remove it from the Selected lookup records list.

When you remove a qualified table record from the Selected lookup records pane, MDM adds it to the Available lookup records list if it is not in the current qualified table search results. To refresh the set of qualified table records in the Available lookup records list to correspond precisely to the current search selections, you must change the search selections.

To remove all of the qualified table records, click None.

To unlink a qualified table record from the current record without even entering the Select Qualified Lookup Records dialog, right-click on the qualified table record directly from the Record Detail tab and choose Remove from the context menu.

To add a new qualified table record:

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       1.      In the Select Qualified Lookup Records dialog, click the Add… button to open the Add Qualified Table Record dialog shown in the figure below.

       2.      For each of the lookup fields of the qualified table, select from the drop-down list to specify the value for the field.

       3.      For each of the non-lookup fields of the qualified table, enter a value.

       4.      Click OK to close the Add Qualified Table Record dialog.

       5.      The new record is added to the qualified table and appears in the Available lookup records list.

You must edit the record later to add qualifier values to it.