View And Edit Lookup Property Values

Some of the Meridian Portal built-in properties support lists of standard values from which users can select. By default, these values comply with Process Industry Practices. You can view these properties and edit them to meet your specific requirements.

The properties are one of the following property types:

  • Lookup — A simple list of values for the property.

  • Hierarchical Lookup — An interdependent (also called cascading) lists of values for multiple properties, for example, the Facility Information property set. Not supported by custom lookup properties.

    For hierarchical lookups, you can click the tabs at the top of the window to modify different levels of the hierarchy.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

ClosedView Lookup Property Values

To view lookup property values:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon A gear symbol..

    The Account Settings page appears.

  2. In the menu, click Document Properties.

    The Document Properties list appears and shows the properties that are available in your tenancy.

  3. Click the Settings icon A gear symbol. of a property with the Property Type of Lookup or Hierarchical Lookup.

    The Settings dialog box of the property appears and lists the current long-form values (Label) and their corresponding short-form values (Code) in a table.

ClosedEdit a Value

To edit a value:

  1. View the values of the lookup property as described in the preceding task.

  2. Choose between two options:

    • To edit a label for a lookup property value, edit the text in the Label or Code columns of the value that you want to change.

      To change the order of the values, use the handle icon Two vertical dotted lines. to drag and drop the values into the desired order.

    • To edit a label for a hierarchical lookup property value:

      1. Select the appropriate parent values from the fields above the Labels table.

      2. Edit the text in the Label or Code columns of the value that you want to change.

  3. Click Save.

    Your changes are saved.

ClosedAdd a Value

To add a value:

  1. View the values of the lookup property as described in the first task.

  2. Choose between two options:

    • To add a value to a lookup list:

      1. Click Add labelA blue circle with a white plus sign in its center..

        A blank row is added to the bottom of the table.

      2. Type values in the Label (255 chars max) and Code (20 characters max) columns of the new row.

    • To add a value to a hierarchical lookup list:

      1. Select the appropriate parent values from the fields above the Labels table.

      2. Click Add label A blue circle with a white plus sign in its center..

        A blank row is added to the bottom of the table.

      3. Type values in the Label (255 chars max) and Code (20 characters max) columns of the new row.

  3. Click Save.

    The new value is saved.

ClosedRemove a Value

Note:

If you try remove a region or plant, Portal will warn you that deleting the plant or region will remove role assignments associated with that plant or region. If you proceed with the deletion, the associated role assignments are removed.

To remove a value:

  1. View the values of the lookup property as described in the first task.

  2. Click the Remove icon A gray circle with a gray x in its center. in the row of the value that you want to remove.

    The value is removed from the table.

  3. Click Save.

    Your change is saved.

 

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