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Monday, June 23, 2014

Using the PeopleSoft lookup

Do you use those little magnifying glasses that are in numerous places on most PeopleSoft pages? These are called lookups. They can be used to locate field values, but there are some tricks to using them effectively.

For example, try finding the Spanish academic plan by simply clicking the lookup button. A search in PeopleSoft will return only the first 300 values. Since there are many more than 300 academic plans out there, clicking only the lookup button will bring you nowhere near the academic plans that start with "S". To narrow the results, do a description search. In the description field, type an uppercase "S" followed by a lowercase "p". The trick with a description search is that it is case sensitive, most often upper followed by lowercase letters. The more letters you are able to add in the description search field, the more refined and shorter the search result list.


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