Replacement cross-reference lookups

Introduction

Having chosen to configure cross-reference lookup replacements for a virtual environment, a new replacement rule is displayed, ready for you to configure:

Having defined the first rule, you can add more - you must create one replacement rule for every cross-reference lookup table that you need to replace in every process flow that will run in this environment.

Defining replacement rules for a cross-reference lookup

1

Select the required ORIGINAL cross-reference lookup

Use the original dropdown list to select the first cross-reference lookup in a 'master' process flow that must be replaced when this process flow runs in the given virtual environment - for example:

As you work through your replacement configuration, it's helpful to view related 'master' process flows in another browser tab. You can duplicate a Patchworks browser tab and navigate to a different page whenever needed.

2

Select the required REPLACEMENT cross-reference lookup

Use the replacement dropdown list to select the replacement cross-reference lookup that must be used when this process flow runs in the given virtual environment - for example:

3

Confirm your selections

Click the create button (associated with this replacement rule) to confirm your selections:

The rule is added:

Once a rule is confirmed, it can't be edited. If you need to change a replacement rule, use the 'trash' icon to remove it and add a new one.

4

Add more replacement rules for cross-reference lookups

To add another replacement rule for a cross-reference lookup, click the top-right create button:

Update the new rule as required, then click the associated create button to confirm your selections:

Repeat as many times as needed to define all required cross-reference lookup replacements for all process flows that will be running in this virtual environment.

If you don't want to define ALL cross-reference lookup replacements now, that's OK. For example, you might choose to add the minimum number of replacements needed for testing, then define remaining rules (in a new draft) later, after initial testing is complete.

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