Set up Lookup Processes

When setting up a lookup process, the process that will be your dependent process must already be created so that you're able to choose this process from the Processes drop-down arrow. For information on creating a process, see Create New Processes.

To set up a lookup process

  1. Go to the Data tab for the process that will be your primary process.

    2. For more information, see Access Data Tab.

  2. Click Add Field.
  3. Select Process Lookup.
    4. Select Data Type - Process Lookup
  4. Click Next.
    5. DataField_LookupProc
  5. Enter field attributes which include:
    • Field label: Ensure that the field label does not have any underscores ( _ ) in the name.
    • A description if needed
    • Field permissions: Enter the users that are able to enter data in this field.
    • Do not allow duplicates: Select this check box to restrict duplicate custom field values for the same process within this project.
    • Processes: Click this drop-down arrow to select a dependent process.
    • Allow only unattached dependent processes to be attached: Select this check box if you wish to only allow dependent processes to be used for one Primary process; dependent processes will not be shareable among Primary processes.
    • Text to show above data field which will display over the field name in the process.
  6. Click Next.

    7. A field summary page displays a preview of the field just created.

  7. Click Save or Save & Add if you would like to create another data field.

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