Lookups retrieve data from tables in your business application to build the selection lists. This data can be cached on the client, to improve performance. The Update Lookups Wizard allows you to force Lookups to be refreshed on the client.
To open the Update Lookups Wizard open the Configure Data Sources screen.
Click in the Update Lookups Button
This will display the Introduction Screen of the Update Lookups Wizard.
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Update Lookups Wizard - Introduction
When you first open the Update Lookup Wizard, the Introduction screen is displayed.
If you do not wish this screen to be displayed in the future, click on the check box labelled 'Skip this screen in the future'.
To continue and update your lookups, click on the 'Next >' button and the Update Lookups Wizard - Select System form will be displayed. Click on the 'Cancel' button at any time if you wish to leave the Lookup Wizard without saving your changes.
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Update Lookups Wizard - Select System
The Update Lookup Wizard - Select System form allows you to choose which system you are updating a lookups for.
Once you have chosen a system using the drop down combo, its name will be displayed in the list view underneath. If you are not already connected to the chosen System, DataPA will display a message letting you know that it is now connecting.
To continue and update your lookups, click on the 'Next >' button and the Update Lookups Wizard - Select Tables form will be displayed. Click on the 'Cancel' button at any time if you wish to leave the Lookup Wizard without saving your changes.
Update Lookups Wizard - Select Tables
The Update Lookups Wizard will allow you to force every client machine to refresh lookup data if it was cached on the client. The wizard asks you to select tables that have been updated on the server, and will force any lookups based on these tables to be updated next time they are used on the client.
The form contains a list of Available Tables and a list of the Tables you have selected. |
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To select your first Table, click in the Available list, on the table you wish to select. This will highlight your choice. Then click on the '>' button to move your choice over to the Selected list, alternatively you can 'Select All' Tables. |
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If you incorrectly select a table, you can click on it in the Selected List and use the '<' button to move it back to the Available List.
By holding down the mouse button and dragging you can choose multiple tables in either list, to move over to the other list.
To continue and update your lookups, click on the 'Next >' button and the Update Lookups Wizard - Finish form will be displayed. Click on the 'Cancel' button at any time if you wish to leave the Lookup Wizard without saving your changes.
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Update Lookups Wizard - Finish
The Update Lookups Wizard - Finished screen lets you know that you have entered the information required to update your lookups. It also gives you the opportunity to go back and review the information you have entered before finally updating your lookups.
If you are happy with the details you have entered, click on the 'Finish' button to update your lookups. If you want to review your work click on the '< Back' button to go back through the Update Lookups Wizard - Select Tables and all the previous forms.
If you want to, it is still possible to discard your changes by clicking on the 'Cancel' button. |
