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Create a query-based lookup list

Permissions: You must be a Collect Administrator, or hold the Create Lookup List permission.

  1. On the Collect home page, click Lookup Lists in the menu bar.
  2. Click New Lookup List.

Query-based is the default type. The View Name and Query fields are required — they're outlined in red with an alert tooltip until filled in.

  1. Assign a view name. It must start with a letter, be alphanumeric, and contain no spaces. The only special character allowed is _.
  2. Under Lookup List Type, confirm Query-Based is selected.

You can switch between Query-Based and Table-Based freely until you save — after that, the type is locked. If you've already started adding a field (table-based) or a query (query-based), switching types shows a changes-detected modal confirming you want to discard that work. The modal won't appear if you've only entered a view name or made no other changes. Discarding keeps the view name but clears everything else.

  1. Enter a query.
https://yourcompany.clearpath.io/collect/lookup-lists/new
View Name *
Lookup List TypeQuery-BasedTable-Based
Query *A single SELECT statement only — it's saved as a view.
CancelSave
Creating a new lookup list.

Enter a single SELECT statement — update, insert, and delete queries are rejected with an error. The query is saved as a view, and it can only run against your Clearpath warehouse or metadata database.

If you try to navigate away with unsaved changes, a changes-detected modal confirms whether to discard them. Choosing Yes returns to the lookup-list view without saving; choosing No dismisses the modal and keeps you on the page.

  1. Click Save. Any invalid or missing required fields are flagged and block saving until corrected.