Create a catalog lookup definition

Create a catalog data lookup definition record.

About this task

Note: The Run on Insert and Run on Update options are not supported for catalog data lookups. Other options operate the same as for normal data lookup.

Procedure

  1. Navigate to System Policy Rules > Data > Lookup Definitions.
  2. Click New.
  3. Select Catalog Data Lookup Rule.
  4. Enter a Name.
  5. In Applies to, select catalog item or variable set.
  6. In Catalog item/Variable set, select a specific item or set.
  7. Select a Matcher Table.
  8. Select other options, as required.
  9. Right-click the form header and click Save.
  10. From the Catalog Matcher Variable Definitions related list, click New.
  11. Fill in the fields, as appropriate.
    Table 1. Catalog data lookup definitions fields
    Field Description
    Name Enter a unique name to identify the definition record.
    Applies to Select what the data lookup rule applies to: a catalog item or a variable set.
    Catalog item/Variable Set Select the catalog item or variable set to which the data lookup rule applies.
    Matcher Table

    Select the table containing the lookup values. This table normally begins with a u_ prefix.

    Note: The list shows only tables and database views that are in the same scope as the catalog data lookup definition.
    Active Select this check box to run this catalog data lookup rule. Clear the check box to ignore this catalog data lookup rule.
    Run on form change

    Select this check box to automatically look up values whenever a user changes a variable value on a catalog item or form. This option is the only supported method for catalog data lookup rules.

    Note: This option does not include changes automatically made by other data lookup rules, such as the priority lookup rules.
  12. Click Submit.
  13. From the Catalog Setter Variable Definitions related list, click New.
  14. Fill in the fields as appropriate.
    Table 2. Setter variable definition fields
    Field Description
    Data Lookup Displays the name of the parent data lookup definitions record.
    Source variable field Select the variable from the source item or variable set that the data lookup updates.
    Matcher table field Select the field from the matcher table that provides the new value for the update.
    Always replace Select this check box to replace any existing value with a value from the data lookup. Clear this check box to ignore the update if the field has an existing value.
  15. Click Submit.
  16. Click Update.