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Amend a lookup to include or exclude values

Change a lookup to include or exclude available options for selection.

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Written by Harry Ledger
Updated over 2 months ago

Within SelectHR it is possible to amend a lookup so that specific records can be excluded. This is particularly useful if the lookup values do not have the option to add an expiry date e.g Absence Type.

In this example, we will be editing the lookup for Disciplinary Reasons.

  1. In the Admin Tool, click Lookups.

  2. Click SelectHR\Disputes.Disciplinary Reasons Lookup and click Locked to unlock the process.

  3. Click Change by the Row filter and click Edit Selected.

  4. Click Test and select the record you would like to exclude.

  5. Click Exclude selected item.

To re-include records, select the record and click Include selected item.


For other lookups, you will need to find the appropriate lookup name through the menu set. This can be done by locating the lookup within the front-end, and then by following the path in the menus section of the Admin Tool.

  1. In the Admin Tool, click Menus.

  2. Select the relevant menu set and click Edit the selected menu set.

  3. Follow the path of the area you found in the front-end, in the menu set you have just opened, to the relevant form. For example, Disciplinary Reasons can be found in the front-end path, Employees/Additional/Other/Disciplinaries/Details.

  4. Expand Employees and click Other.

  5. Double-click Disciplinaries and then double-click Details (Form).

  6. Click Reason (field) [Disciplinary Reason]: SearchableDropDown. Under the Lookup List section, this will show the name of the Lookup.

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