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Custom Lookup Options

5 bytes removed, 15:34, 5 July 2021
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=Overview=
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'''.
===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.<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  A sample CSV is provided under the of ''UniversityCourseLookup.csv'Settings Explained''' section below is included in the appendix at the end of this article.
# 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.
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