Within the Settings page of SolvInjury, Admin users can manage Lookups (standard and custom/key fields).
To access this page, go to the Settings page and select Lookups from the left-hand menu panel. From here, you'll have the option for Catalogues, Dropdown Items, and Treeview Items.
IMPORTANT: When creating a new Catalogue/Dropdown/Treeview item, please follow the steps noted in the Adding New Custom Fields article to ensure the system creates and links them correctly.
DROPDOWN ITEMS
Dropdown items relate to dropdown fields available throughout the injury platform, including any custom dropdown fields, and displaying pre-determined values. Making it easy for users to select an appropriate value. For example, the Note Type is a dropdown item.
To view all dropdown items, go to Settings > Lookup > Dropdown Items.
Note: Some dropdown items and values are read-only, these are system-standard lists and cannot be edited or deleted.
Add a new dropdown item
Please refer to the "Adding New Custom Fields" article for instructions on how to add a new dropdown item.
Once the Injury Key Field has been added, you can add values to the list. To add a new value to the dropdown item, expand the relevant dropdown list by clicking on the expand arrow to the right, or the item name.
Once expanded, select the 'Add' button to Add a new value
Tip: If you have a few values to add, you can click the Add button multiple times to avoid scrolling up and down each time you need to add a new value.
Enter the Item value into each row. (The Description field can be used for guidance information. This doesn't appear in the dropdown when the list is being used, but is useful for the team managing your lists).
Once you have finished adding values to the dropdown item, select save.
Edit and arrange values in an existing dropdown item
From the Dropdown Items page, you can edit and also re-order items within each dropdown item.
To edit existing values, expand the relevant dropdown item and adjust the text as required.
Editing lookup values will be instantaneous i.e. the change will apply to new selections as well as to historical selections. If you need to retain previous values, we recommend adding a new value to the dropdown item.
To re-order your items, click and drag your item to the position required.
Export
You can also export the dropdown listing via the Export button. This makes it easy to cross-reference lengthy lists.
TREEVIEW ITEMS
Treeview items relate to any multi-tiered dropdown field that is available within the Injury platform, including any custom treeview fields you have and allow users to search the listing for relevant values. For example, a custom Occupation listing can be configured as a treeview item.
To view all Treeview items in your account, go to Settings > Lookup > Treeview Items.
Note: Some treeview items and values are read-only, these are system-standard lists and cannot be edited or deleted.
Add a new Treeview item
Please refer to the "Adding New Custom Fields" article for instructions on how to add a new Treeview item. Once the Injury Key Field has been added, you can add values to the list.
To add new values to your Treeview item, expand the relevant Treeview by clicking on the expand arrow to the right, or by clicking the item name.
Click the small blue Add button (located underneath the Treeview Item name)
Enter a value in the Name field (located in the panel to the right)
Once complete, you can press the blue Save button
Repeat these steps to continue building your structure.
To create a multi-level list, follow the above steps, but before saving the entry, untick the 'Top Node' checkbox. This action reveals a dropdown above the Top Node checkbox, called 'Parent Node'. Select the appropriate 'Parent', followed by selecting the Save button.
Once you have saved your value a plus icon (
) will appear next to the Top Node where the next level has been added.
Additional Value | A free-text field that allows you to enter further details about the value. This value is not shown within the Treeview but can be used for internal/admin purposes when managing the item. |
Top Node | Checked on by default for all values. This forces the value to show in the first or 'top' level. You can add levels underneath any top node. |
Active | Having this checked means that this item is active and available to be selected by users in the system. Unchecking this makes the value inactive. The system will retain historical values. |
Edit an existing treeview item
To edit a Treeview item, expand the relevant item on the Treeview Items page.
Make the necessary changes and press Save
Values within a Treeview item are arranged in alphabetical order. This cannot be changed and is a system default setting. If you need to force a different order, you can use an underscore ( _ ) at the start of the value or numbers at the beginning of the name.
Export
You can also export the Treeview item via the Export button.
CATALOGUES
Catalogues are a combination of a multi-tiered drop-down and a Text Area field. This allows you to have a predefined list of values, whilst also providing the ability to add free text values.
This type of lookup can only be used on custom forms, such as RTW plans or claim reviews. The information following will guide you through how to create and maintain your lists.
To view all catalogue items, go to Settings > Lookup > Catalogues.
Note: Any free-text values added ad-hoc via the relevant form will not be automatically added/saved to the original list. To update the list with any additional values, Admin users can manage this via the Settings menu.
Add a new catalogue item
Please refer to the "Adding New Custom Fields" article for instructions on how to add a new Catalogue.
You will need to manually navigate to the Catalogues page (via Settings > Lookup > Catalogues) to continue configuring your lookup.
Create a single-level list
Select the Catalogue item name or use the arrow to expand the configuration area
Select the blue Add button (underneath the Catalogue item heading)
Enter a value in the Name field, located in the panel on the right
Enter any description text if required
The Top Node checkbox is ticked by default and will allow you to create a single-level list
Click Save when you've finished
Continue adding new values as needed.
Create a multi-level list
Select the blue Add button and give the entry a name
Untick the 'Top Node' checkbox. This will reveal a dropdown above the Top Node checkbox, called 'Parent Node'
Click on the list to show the available Top Nodes and select the relevant value
Select Save
Continue adding values to the nodes as needed.
Once you have saved your value a plus icon () will appear next to the Top Node where the next level has been added.
Tip: To view the additional levels within the Catalogue structure, you can click on each top node individually to expand. Alternatively, you can use the 'Expand All' option at the top of panel.
Edit an existing catalogue item
To edit a Catalogue item, expand the relevant item on the Catalogue page.
Make the necessary changes and press Save
FAQ's
I have created a new lookup item but I can't see it on the Injury Details page. Where is it?
I have created a new lookup item but I can't see it on the Injury Details page. Where is it?
If you create a new custom dropdown list, you may need to refresh your session before you see the new field. To refresh the system you can press F5 on your keyboard or log out/log back in.
If the new item still doesn't appear after doing this you will need to contact Support to review. You can contact Support by going to the Help Widget (located by clicking on the question mark icon in the top-right of the screen).
Remember, Catalogue items can only be used on custom forms such as RTW plans, Injury Management plans, or claim reviews. The Support team can assist in configuring these.
Can the lookup items be used anywhere in the system?
Can the lookup items be used anywhere in the system?
Custom dropdowns cannot be added to other areas of the system. However, they may be used in customised forms e.g. RTW plans, claim reviews and/or injury management plans.
Can I edit the values in the list?
Can I edit the values in the list?
Yes, you can edit the values in the list. However, there are some things to keep in mind;
Editing values will apply to new selections, as well as to historical selections. This is especially important when changing a value in a Dropdown list.
Catalogue/Treeview items offer the ability to deselect the 'Active' tickbox against a value. This ensures that any records that use the value retain it but it cannot be selected for new records.
Can I delete a lookup item/value?
Can I delete a lookup item/value?
No, this is not something we currently allow due to implications affecting the system. In particular, reporting and loss of data.
If you no longer require the use of a lookup item, it can be hidden from the system. To request this, reach out to Support via the Help Widget.