Adding Values to Lookup Lists

You should review all lookup lists, including user-defined lookup fields, and customize them to support business processes that are specific to your organization.

The majority of these lists share common properties, ensuring consistency across various processes. However, there are several classification entities that differ from the typical lookup lists. Notable examples include:

• Categories – For details on populating the Category table, proceed to Managing the Category Lookup List.
• Software License Policies – For details on managing Software License Policies, see Managing Software License Policy lookup list.
• Request Fulfillments - For details on managing Request Fulfillment records for the Service Catalog, see Managing Request Fulfillment.
• Stock Movement Reasons - For details on managing Stock Movement Reasons for consumable assets, see Managing Stock Movement Reasons for Consumables.
• Personal Event Categories - For details on managing Personal Event Categories for Persons' work calendars, see Managing Personal Event Categories.
• Lifecycle Stages - For details on managing Lifecycle Stages, see How-Tos: Managing Lifecycle Stages.
• Data Segments - For details on managing Data Segments for security roles, see Managing Data SegmentsAdding Values to Data Segments.

NOTE: The Medium Codes lookup list is shared among all Ticket classes: Change Requests, Incidents, Problems, Service Requests, and Work Orders.

To add a value to a lookup table:

1. From the Sidebar, navigate to a lookup list: Workflow and Business Logic > [Module] > [Object Class] > Classification > [Lookup List].

   For example, to access Incident Statuses, go to Workflow and Business Logic > Service Desk > Incidents > Classification > Statuses.

2. Click New. The New [Object Class] [Lookup List] dialog box opens. For example, the New Incident Status dialog box.

3. Type a value.

   INFO: You should keep the Active check box selected. For details, see Enabling or Disabling Lookup List Values.

4. Statuses and Ticket Priorities have an image. Next to Icon, review the image that accompanies the item in the drop-down list.

   • To specify another image, click Change, select an image file and click Open. You can use your custom image or point to one of the standard icons supplied with Alloy Navigator.

     TIP: Standard icons are located in the \Resources\Icons\Pack2 subfolder of your Alloy Navigator installation folder, typically C:\Program Files\Alloy Software\Alloy Navigator\Resources\Icons\Pack2\.

     NOTE: Custom images should be in BMP, ICO, or PNG format. Recommended dimensions is 24x24 pixels.

   • If you do not want Alloy Navigator to display any icon, click Clear.

5. Next to Icon, review the image that will accompany the item in the drop-down list:

6. You may want to be able to filter out some items when displaying this drop-down list to technicians as they perform certain steps within workflow. In this case, tag the list item: click Manage in the Tags section and specify tags associated with this item.

   INFO: For details, see Tagging List Items.

7. Click OK.