Create a lookup list

Before you start

• The Lookups page

Create a lookup when a field should offer a fixed set of choices, such as the status of a contract: Draft, Active, Expired. A lookup keeps the choices consistent, so views can group and filter by them.

Create the lookup

1. In the left rail, click Lookups.
2. Click New lookup. A panel opens on the right.
3. Under Start with, choose how to begin: An empty list, Paste values or A ready-made list.
4. Type a Name, for example Contract statuses.
5. If you chose Paste values, paste your list into Values. One value per line works, and so do commas.
6. Click Create lookup.

Beezr shows Created “{name}” and opens the new lookup. If you started with an empty list, add values one at a time next. Type each one in Add a value and press Enter.

What can I call a lookup?

A name:

• uses English letters, numbers and spaces
• is different from every other lookup name, in any capitals
• is something other than Lookup Manager

Extra spaces are removed. If a name needs fixing, the panel tells you what to change.

Tip from a Beezr Consultant

Name the lookup after the question it answers, such as Contract statuses or Payment terms, not after the module that first uses it. You will reuse it more than you expect.

Add a ready-made list

Choose A ready-made list, then pick one and click Add list. Beezr adds the lookup with all its values and a Template tag.

List	Values
Countries	193
Languages	52
Industries	30
Business titles	58

A list you already added reads Already added. A brand-new workspace also offers these four as buttons on the Lookups page itself, where one click adds the list.

Use the lookup on a field

1. Open the module and go to Fields, then click Add field.
2. Choose the type Lookup.
3. Under Values come from, pick your lookup.
4. Click Save field.

You can also click New next to Values come from to create a lookup without leaving the editor. See Add a field.

What did I get?

A lookup with its values, listed alphabetically on forms. It says “Not used by any field yet” until a field picks it. After that, Used by names the field.