To assign custom lookup values to a generic task information field

The procedure to assign custom lookup values to a generic task information field is as follows:

1. Prerequisite procedural steps are covered separately in the topic To add an information field to a generic task definition. Refer to these before proceeding to step 2.
2. Using the Response data type drop-down field, ensure that the selected information field format is set to Field Specific Lookup.
3. Click on Define Lookup Values. The Define Lookup Values window is displayed.
4. Enter the first custom list entry into the New lookup value field provided 1.
5. Click on Add New Lookup Value. The new entry is displayed in the Lookup value labels summary table.
6. Repeat steps 4 and 5 to add further lookup values to the arbitrary list 1.
7. Click on Confirm. All custom entries are stored as valid lookup responses against the generic task information field.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all custom lookup values.

Note

1 To remove an existing entry from the custom list, select the corresponding row in the Lookup value labels summary table and click on Remove Lookup Value.

See related topics...

Generic task maintenance overview

To add an information field to a generic task definition