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pergamonmystic:linkedhelp:lookup_split

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Lookup Manager: Splitting Items

Occasionally there is a need to add additional Lookup items to records where previously only one was attached. This may be caused by a decision to split a single Keyword for example, into two or more different keywords. The same may also be true of other specialist items however, such as Audiences.

The easiest way to do this, rather than manually seeking out each occurrence and performing the error prone action of adding additional values, is to use the Lookup Manager Split facility.

This facility allows a suitably authorised staff user to select an item in the Lookup Manager and then split it into two or more values, some of which can then me modified to (at the least) reflect a new plain-text value. Mystic also performs the correct tidy-up at the same time, ensuring that all locations where the original item was attached also has the new items as attachments as well.

Note: While the Split Items dialog is usually used to create new lookup items with the same set of attachments, it is equally useful to use the dialog (without creating new lookup items) to manage the attachments of a single item without needing to manually select each potential record individually.


Splitting An Item

In order to split an item, select the item from the left-hand list. Splitting items is usually performed for items in Indexing type categories - splitting an item from the Popup type, which is usually attached to another record only once, results in only the last created item remaining attached.

Once selected, click the [Split] toolbar icon from the [Tools] toolbar tab to display the Split dialog (you will be asked for confirmation that you wish to continue).

Layout

The left-hand list in the Split Dialog contains a list of all of the items that are currently created (i.e. the original selection) and any that have been created within the dialog but not yet saved into the database.

The right hand list lists all of the locations where the original item was attached (e.g. the items that a keyword was attached to), as well as any that will be attached as a result of this process.

New Items

To create a new item, click the [Create] toolbar icon to add a new, unconfigured value in the left hand list. Double-click the new item to change the displayed text.

To duplicate the current item entirely, select the item then click the [Duplicate] toolbar icon instead.

To remove an item from the list, select the item and then click [Remove] from the [Lookup Items] toolbar group. Note that the original item can not be removed using the Split Dialog.

New Attachments

In order to add a new record to the attachments list (e.g. a Catalogue Item to which a keyword is attached), click the [Attach] toolbar icon to display the search dialog. Search for and select the item that you require, which will then appear in the attachments list.

To remove an attachment, select the attachment no longer required and click [Remove] from the [Attachments] group. Note that you can remove the original attachment if required.

To reset the attachments list to its original state, select the [Reset] toolbar icon.

Saving Changes

Once the correct set of lookup items exist in the left-hand list, and the correct set of attachments that they will be connected to are in the right-hand list, click the [Save] button to perform the final operations on the database.

Mystic will create any new lookup items created in the split, and ensure that all old and new items are correctly attached to the specified records.



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pergamonmystic/linkedhelp/lookup_split.txt · Last modified: 2021/10/06 13:23 by admin