How to create a lookup and attribute in Other Work

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

I like to create a Financial Attribute & Lookup in "Other Work" in Classic.

Resolution

Step 1: Create the Lookup Definition

First, you must define the list of values that will appear in the dropdown.

1. Navigate to Classic UI > Administration > Studio > Lookups.

2. Click New.

3. Choose the Source:

   • Static List: For a fixed list of values (e.g., "Category A", "Category B").

   • Dynamic Query: For values pulled from a database table via NSQL (e.g., pulling a list of active Users).

4. Enter a Name and a unique Lookup ID.

5. Click Save.

6. If you chose Static, go to the Values tab and click New to add your dropdown options.

 

 

Step 2: Create the Attribute on the Other Work Object

Now, link that lookup to a new field on the Other Work object.

1. Navigate to Classic UI > Administration > Studio > Objects.

2. Search for and click on the Other Work object.

3. Go to the Attributes tab and click New.

4. Fill in the details:

   • Attribute Name: e.g., "Work Category"

   • Attribute ID: e.g., ow_category

   • Data Type: Select Lookup.

   • Lookup: Click the binoculars icon and select the lookup you created in Step 1.

5. API Attribute ID: Provide a name (e.g., owCategory) so it appears in the Modern UX.

6. Click Save.