Lookups

Fields that have a predefined list of acceptable values are connected to Lookups. Lookups allow you to quickly search for and select a value. All fields connected to a lookup have a Looking Glass icon to the left of the field label. There are two ways to use a lookup field: you can enter text in the field and the system will suggest matching results, or you can open a list of acceptable values.

ClosedUse a Lookup

To use a lookup field:

  • Choose between two options:

    • To use the lookup field's predictive text functionality:

      1. Begin to type the value you are looking for in the field.

        MC Express displays the first five matching results below the field. For the system to find a match, the value must exist at the beginning of the field.

      2. Select the result you want to use.

    • To use the lookup field's lookup functionality:

      1. Tap the field label.

        One of two lookup types opens:

        • Module Lookup — displays primary records such as assets, work orders, or parts

          This type of lookup has additional filter and search options.

        • Standard Lookup — has a small set of acceptable values, such as work order types or priority values

          This type of lookup has no additional filter or search options.

          Result sets vary by lookup, but generally include the ID for the record in blue on the first line, the name on the second line, and additional clarifying information on the third and possibly fourth lines. An icon or picture is sometimes displayed on the far right.

      2. Select the result you want to use.

ClosedFilters that Impact Lookups

There are default filters in effect when lookups are accessed.

Repair Center Filtering

ClosedRecord Type Filtering

Several lookups set a default filter for record type. For example, on the Assignment page, the Labor lookup defaults to Employees. When a record type filter is in effect, a Card button is shown on the gray header bar. The currently specified record type will be listed in orange.

To change the filter, select a different value. The lookup refreshes and displays records corresponding to that record type.

ClosedStock Room Filtering

The Part lookup is filtered to the Stock Room specified on the page from which the lookup is called. For example, if you have set the Main Stock Room on the Work Order Part page, the lookup is filtered to parts from that Stock Room. The Part Lookup includes a Stock Room button on the gray header bar that allows you to change this setting.

The options allow you to filter to a specific Stock Room or select Direct Issue / Out of Pocket. You can also select All Stock Rooms if you are trying to determine the Stock Room in which a part is stored.

ClosedSearch for a Value

Lookups include a search bar to allow you to quickly find records based on record attributes. The search bar defaults to the primary field for the lookup, allowing you to quickly search based on the ID or Name stored in the record.

To search on an attribute:

  1. Select the value you want to search from the field to the left of the Search field.

  2. Tap the Search field.

  3. Enter your search term.

    MC Express will search for a string of characters anywhere inside the field. MC Express will also search both the ID and Name fields, if applicable.

  4. Tap the Search button.

    Results matching your criteria appear.

    If you searched for a field value that is not displayed in the list by default, an extra row will appear, identifying the search field. Matched values will be highlighted in yellow.

  5. Select the record or value you want to use.

ClosedSelect Multiple Values from a Lookup

Lookups can be opened from the Filter page to assist in identifying additional filter criteria. When you open a lookup on the Filter page, you can select multiple records for your filter criteria. Lookups display whenever the Is option is selected as your filter operator.