Lookup Action Links

There are a number of functional links in the top right corner of the
ABI Lookup
screen.
Functional links
Description
Web Links
Provides a list of customizable links to external sites. Embedded links can be provided to other websites outside of the ABI module. If added during implementation, these links will display in the upper right of the
ABI Lookup
screen under the
Web Links
drop-down menu.
Extract
Extracts the details currently being displayed on the screen to an Excel spreadsheet, allowing you to filter and extract a custom report directly from
ABI Lookup
.
Exit
Returns you to the ONESOURCE default homepage.
General Overview
The tabs on the left side of a Lookup screen are referred to as
docks
. Docks are used to further narrow down the database based on the specified criteria. The dataset displayed within each dock is an accurate representation of the current database. Next to each dock title is a number or icon.
Docks
Description
Number
A number indicates the number of records matching the criteria for the dock. For example, if a record is edited and no longer applies to a specific dock, the record will be removed from the dock when the Lookup screen is refreshed.
Loading ( )
This icon indicates that the dock’s query is still loading. If the query is successful, a number will appear in the icon’s place. If the query is unsuccessful, a warning icon will appear in the icon’s place.
Warning ( )
This icon indicates that the system ran into an issue while running the query. If one or more Lookup docks show this icon, please contact your system administrator for support.
Customized queries can also be added as docks to a Lookup screen. For security purposes, docks can be made visible or hidden based on Security Group permissions.
Opening a Dock
To open a dock, click on a dock name.
The screen will reload and display the dock results in a new grid. The header will match the name of the selected dock.
Each dock displays key information specific to that record. The fields shown on the Lookup grids are customizable per the client’s preference.
Showing/Hiding the Dock Menu
To make more room on the screen, the dock menu can be hidden. This can be done by clicking the tab on the left of the screen.
The screen will refresh to show the grid without the docks visible. Clicking the tab again will return the dock menu to the screen.

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