Changing values displayed in forms

You can modify the display values contained in lookup tables that are used to present choices in drop-down lists and selection tables that are contained in forms.

About this task

This allows you to display choices to corporate and field marketers in your organization in their native language. You do this in the Form Editor by modifying individual elements of the form.

Procedure

  1. Edit the form for which you want to modify how values are displayed.
  2. Select an element.
  3. Click Update Lookup Table.

    The Update Lookup Table window opens.

  4. Modify or translate the values in the table.

    For example, translate the values for Acquisition, Cross-selling, and Loyalty into a language other than English.

    Your changes replace the text that is displayed in the drop-down list or display table that is populated by the lookup table.

    Note: This step fails if the lookup table is a view rather than a table.
  5. Save and republish the form when you are finished.