Difference between revisions of "Custom Lookup Options"
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=Configuration - Essentials= | =Configuration - Essentials= | ||
| − | ===Importing a Custom Lookup=== | + | ===Importing a New Custom Lookup=== |
# Navigate to '''Global Settings''' > '''Custom Lookup Options''' and click on the '''Import Custom Lookup Options''' button represented by an import icon. | # Navigate to '''Global Settings''' > '''Custom Lookup Options''' and click on the '''Import Custom Lookup Options''' button represented by an import icon. | ||
| + | # You will now access step 1 one of the '''Custom Lookup Options Import''' wizard. Upload a CSV containing your custom data. The first row of the CSV must include column headers. | ||
| + | # Give your custom lookup a descriptive name under '''Lookup Name''' that will help you remember what it is for. Select one of the columns for the '''Lookup Key'''. The '''Primary Key''' is optional. Click '''Next''' to continue. | ||
| + | # | ||
| − | + | ===Updating an Existing Custom Lookup=== | |
=Configuration - Advanced= | =Configuration - Advanced= | ||
Revision as of 14:31, 22 June 2021
 Please note that this page is currently under construction. There is more information to come.
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Contents
Overview
Custom Lookup Options allow you to import and view custom values for lookups and validation based on client-specific data. For example, you can upload a CSV file that can be referenced by a dynamic dropdown list to filter results based on previous selections.
Configuration - Essentials
Importing a New Custom Lookup
- Navigate to Global Settings > Custom Lookup Options and click on the Import Custom Lookup Options button represented by an import icon.
- You will now access step 1 one of the Custom Lookup Options Import wizard. Upload a CSV containing your custom data. The first row of the CSV must include column headers.
- Give your custom lookup a descriptive name under Lookup Name that will help you remember what it is for. Select one of the columns for the Lookup Key. The Primary Key is optional. Click Next to continue.
Updating an Existing Custom Lookup
Configuration - Advanced
Settings Explained
Options and Settings
General Settings
| Option | Description | Example |
|---|---|---|
