Why is a lookup option not listed for selection?

Context

When filling out a form that includes a Lookup field (for example, Finding Type or Category), you might notice that certain options are missing from the dropdown list.

This usually occurs when a lookup option has been either disabled or has never been included within the Lookup Options configuration.

Important Notes

• Only Admin users can modify Lookup Options.
• Disabled options are hidden from users during data entry but remain stored in the system for reference.
• Be cautious when disabling options, if they are already used in existing records, disabling them will not remove those values but will prevent new selections.

Q: Why is a lookup option not listed for selection?

This happens when the specific lookup option has been disabled or has never been included within the Lookup Options configuration.
Disabled lookup options do not appear in dropdown menus during form entry, even if the main lookup field is active.

Solution

To verify and enable the missing lookup option:

1. Go to Admin > Custom Fields.
2. Use the Search bar to find the relevant Custom Field.
3. Click on the custom field to open the Custom Field definition configuration (e.g. click on “Risk Appetite Rating” shown in blue to open the configuration page).
   
   
   
4. Review the options listed under that lookup: If the toggle shows red, the option is disabled and will not be visible in the form. If the toggle is on, the option is active and available for selection.
   
   
   
5. In the example above, the “Very Low Appetite” option is disabled and marked as “(Inactive)” next to its label. Because it is inactive, this lookup option will not be available for selection in forms.
6. To make the option visible again, click the toggle icon to re-enable it. Once enabled, the (Inactive) tag will disappear, and the toggle will appear in its active state.

Q: How can I add a new custom lookup option to an existing custom field?

If the required option does not exist, you can manually add it under the Lookup Options for that custom field.

Steps:

1. Navigate to Admin → Custom Fields.
2. Locate and click the custom field (for example, Risk Appetite Rating) to open its configuration (e.g. Click on the “Risk Appetite Rating” shown in blue to open the configuration page).
   
   
   
3. Scroll to the Lookup Options section.
4. Click Add on the top right corner.
   
   
   
5. Enter the Label for the new lookup option in the “Add Lookup Option” configuration (e.g., Extremely High Appetite).
   
6. Click Save to confirm.

Once saved, the new lookup option will immediately appear in the dropdown list when users fill in the corresponding form.