Create a Lookup

To create a Lookup:

1. Select Rules from the top navigation bar, then select Lookups from the side navigation menu. The Lookups screen is displayed.

2. In the Display Name field, enter the name of the new Lookup.

3. Click Create. The Edit Lookup pop-up window is displayed.

4. The Display Name field is populated with the value you entered above; optionally edit this value.

5. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

6. Optionally, in the Description field, enter a description of this item.

7. The default Status for a new Lookup is Draft. Typically you want to keep a new Lookup in Draft status until you finishing configuring it. For more information on how to publish a Lookup, see Publish a Lookup.

8. The Effectivity feature controls the Lookup's Effectivity Period. For more information on this feature, see Define Lookup Effectivity Period.

9. Click Save.

For additional information on how to configure the new Lookup, see the following Help Center articles:

• Create a Parameter Column

• Create a Value Column

• Import Lookup Data

• Define Lookup Effectivity Period

• Publish a Lookup

• Deploy Lookup Metadata