Custom Lookups allow you to upload tables that can be used to drive custom logic for various areas within the SAP Fieldglass application. The different ways in which custom lookup tables can be leveraged in the application include rate changes, complex distribution lists, SOW Fees, and personally identifiable information, among others.
Defining Custom Lookups
Objective
After completing this lesson, you will be able to Create a Custom Lookup in SAP Fieldglass..
Custom Lookup
Navigating the Custom Lookup Admin Object
| 1 | To view a list of Custom Lookups associated to the tenant, select Custom Lookup from the configuration section of the admin menu. |
Custom Lookup List Page
There are currently about 15 different custom lookup types that organizations can leverage to drive behavior in their SAP Fieldglass solution.
| 2 | Type indicates which of the 15 custom lookups is being used. Values in this field are dependent on your company configurations. For some types, only one lookup is allowed per company. |
| 3 | Number of Segments indicates the number of attributes required for the lookup. This number corresponds to the number of headers that can be defined. |
| 4 | To view the details of a custom lookup, select an appropriate link in the Name column. |
Custom Lookup Details Page
Custom lookups are quite flexible. The details and headers available in a custom lookup are dependent upon the type of lookup selected. The Keys and Values listed here are defaulted based on the Lookup Type. Different lookup types will present different keys and headers.
| 5 | The character used in the upload file to separate the values in each column is called a Delimiter. A delimiter can be changed to whatever an organization prefers to indicate data separation. |
| 6 | The data listed in Header Type is read in the order presented in the numbered column. The keys and values used vary based on the lookup type. Keys are used to associate a value to the main object. For example, a Policy Name (Key) associates an Alert Threshold (Value) to an assignment tenure. |
| 7 | When a system field is selected, the Lookup Headers field automatically populates. When a custom field is selected, a value must be entered. The headers entered display as the column headers on a rate change matrix. |
| 8 | The Edit Pick List section displays the pick list items entered for this custom lookup. |
Create a Custom Lookup
WorkingNet requires an additional custom lookup element so that a tenure policy can be set for Australia. The policy is 75 days in duration and has a 60 day gap in assignments before tenure count can be reset.
As the SAP Fieldglass administrator for WorkingNet, you will need to create that new custom lookup.
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