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Custom Lookup Options

97 bytes removed, 15:52, 30 June 2021
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# Navigate to '''Global Settings''' > '''Custom Lookup Options''' and click on the '''Import Custom Lookup Options''' button represented by an import icon.<br />[[File:2021-07-ticket-124709-1.png|thumb|none|300px]]
# 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. A sample CSV is provided under the '''Settings Explained''' section below.
# Give your custom lookup a descriptive name under '''Lookup Name''' that will help you remember what it is for. For our example, we will call our lookup "UniversityCourseLookup". # Select one of the columns for the '''Lookup Key'''. The lookup key is a non-unique identifier that is associated with ''one or more'' records in the table. In our example, our lookup key is the "University ID" because this number corresponds to the different universities in our dataset. # The '''Primary Key''' is optional. A primary key is a unique identifier that corresponds to a ''single'' record in our table. For our example, the primary key is "Course ID" because each row in the table has a uniquely different Course ID that distinguishes itfrom every other row. Click '''Next''' to continue.
# Check over the sample of the uploaded data to ensure it has been processed as intended. Toggle which columns you want to include in the final import. Click '''Next''' to proceed.
# The last step will let you review the final changes. Each attribute-value pair under '''Lookup Value''' represents a value under your selected columns for a particular lookup value. Click '''Next''' to complete the import process.
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