If you need to add, edit, or remove a value from a lookup, but do not have access to a process on the website to do so, you can create a new lookup process via the admin tool in order to action the required changes.
Before following these steps, check if the lookup is already visible on the website by searching for it in the search bar at the top of the screen. You will then be able to add new values easily without needing to use the Admin Tool.
Create the lookup process
In the Admin Tool, click Lookups.
Find the relevant lookup in the list, and make a note of its full name - we will need this later.
e.g., SelectHR\Employee.Leaving Reasons Lookup
Double-click the relevant lookup record.
Click Create a process to edit this lookup.
Click Yes to create the Process - a prompt will detail the name of the process. We recommend noting the name of the process or taking a screenshot.
Click OK.
Add the process to the menu set
In the Admin Tool, click Menus.
Double click the menu set record you would like the process to be available on.
Select the area you would like the lookup to appear in (e.g., Employee Lookups).
On the right, click Add Item.
Click Existing Process.
Find and select the new process from the list.
📌 Note: The process will appear under the filter noted in step 3 of creating the lookup process. In this example, we would find the new process under the SelectHR\Employee filter.
Click OK.
The process will now be available in the selected area of the selected menu set, where you will be able to add, amend or delete lookup values as required.