Changes

The''' Custom Lookup Options''' is a feature that allows you to import custom datasets for lookups and validation based on client-specific needs. For example, you can upload a CSV file whose data can be used as options within a select-type custom field such as '''Select One – Dropdown''', '''Select One - Radio Button''', or '''Lookup - Autocomplete Options'''.

Custom lookups can be used to provide large selection sets for your users, such as item inventory codes, code dictionaries, or geographic lookups. You can also easily setup dynamic sub-filtering conditions across multiple fields. For example, you could set up parent and child fields for selecting the country, university, faculty, and courses where the available options for each subsequent field is dependent upon the value of a previous field. This new functionality is advantageous since you don't need any of the data to exist as records in your system (as with the current '''Enable Dynamic Content''' option within a custom field) and it will be easier to update the options by importing them rather than editing large amounts of text in the custom field '''Edit''' screen. This article will show you how to import a custom lookup, update a lookup, and the various ways it can later be referenced and used on your instance. You will need to be a '''Global Administrator''' to access these settings.