pergamonmystic:linkedhelp:lookup_using
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pergamonmystic:linkedhelp:lookup_using [2021/10/06 09:30] admin |
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| * If there are a large number of items to display, the **Lookup Manager** will page the list - use th **[Back]** and **[Forward]** toolbar icons to move through the pages of items found. | * If there are a large number of items to display, the **Lookup Manager** will page the list - use th **[Back]** and **[Forward]** toolbar icons to move through the pages of items found. | ||
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| * To **edit** an item select it from the left hand list to display its details in the right hand side of the dialog. | * To **edit** an item select it from the left hand list to display its details in the right hand side of the dialog. | ||
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| * To **save** any changes to the item, click the **[Update]** toolbar icon or the **[Update]** button in the details area. | * To **save** any changes to the item, click the **[Update]** toolbar icon or the **[Update]** button in the details area. | ||
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| * To **create** a new item, ensure that you have selected the correct category where you want the item to be then click the **[Create]** toolbar icon. A new dummy entry is placed into the left hand list - select it and edit it as normal. | * To **create** a new item, ensure that you have selected the correct category where you want the item to be then click the **[Create]** toolbar icon. A new dummy entry is placed into the left hand list - select it and edit it as normal. | ||
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| * To **remove** an existing item, select it from the left hand list to display its details then click the **[Remove]** toolbar icon to request its removal. | * To **remove** an existing item, select it from the left hand list to display its details then click the **[Remove]** toolbar icon to request its removal. | ||
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| + | Within the **Lookup Manager** basic uses, there is one additional toolbar icon called **[Default]**. All categories have a //default// item which is used when no other item is selected or when an automated update is requested by a suitably authorised staff user to fix missing data in item and reader records. | ||
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| + | To make an item the //default// for a category, ensure that the required category is selected then select the required item from the left hand list to display its details. Click the **[Default]** toolbar icon to request that it is made the default for the category (Mystic will request confirmation). Once set, the item which holds //default// status for the category will be displayed in the list in **bold**. | ||
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| ==== Data Fields ==== | ==== Data Fields ==== | ||
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| + | For the vast majority of items that can be edited in the **Lookup Manager** only a single field is important, or even used. This is the **[Text]** field, and contains the plain-text which is displayed on screen in lists and drop-down pick-lists. For this type of foundation data, no other field displayed in the Lookup Manager is important and can be ignored. | ||
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| + | The exception to this use of the **[Text]** field is when the item in question is a configuration parameter - in this case the **[Text]** field is used as a description of the parameter and the important value is stored in one of the other fields. These items are largely system level items however, and rarely need editing by local staff. | ||
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| + | Here is an overview of the other fields, and what they are used for: | ||
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| + | === System Key === | ||
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| + | Plain-text values can be changed, not least as a result of operating Mystic in non-English languages. As a result, some important values in the Lookup Manager have a unique **System Key** which Mystic itself can use to identify the lookup item, regardless of what a user has changed the text to be. | ||
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| + | No item created by an local user requires a System Key - they are useful only if Mystic knows how to use a specific key internally. | ||
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| + | === Alias === | ||
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| + | === HUB Sync === | ||
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| + | === 'Single Use' === | ||
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| + | === Extra Info (1) and (2) === | ||
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pergamonmystic/linkedhelp/lookup_using.txt · Last modified: 2021/10/06 12:32 by admin
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