When searching for a Lookup Item within a Lookup List, the Item might not be available, particularly if it’s a value that hasn’t been used in GEMS before. In such cases, you can add a new Lookup Item to the Lookup List, and it will be available for all users from then on.
In this scenario, we’ve just added a Business Entity (Company) to GEMS called SwiftLogistics Company. We want to record a business address for the company, but its business address is not an address we’ve used in GEMS before. We will need to add this new address to the Addresses Lookup List.
1. Navigate to the field connected to the relevant Lookup List. In this scenario, we’ll locate the Address field for SwiftLogistics Company’s business address record.
2. Click the Lookup List icon to the right of the field.
3. The Lookup List will appear. Click New [Lookup Item] in the top right corner of the Lookup List window. In this scenario, we’ll click New Address.
4. Enter the necessary properties for your new Lookup Item. In this scenario, we’ll enter the street address, city, state, ZIP Code, and country.
5. Make sure the Use It Now box is ticked and click SAVE.
6. The Lookup List will close, and your new Lookup Item will be entered in the original field.
Please note: Prior to adding a new Lookup Item, ensure that the desired Item does not already exist within the Lookup List. Failure to do so may result in duplications or variations of the same Item, which can compromise the consi