Custom Lookup Options
Revision as of 14:25, 22 June 2021 by Ann Vincent (talk | contribs)
Revision as of 14:25, 22 June 2021 by Ann Vincent (talk | contribs)
 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 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.
Configuration - Advanced
Settings Explained
Options and Settings
General Settings
| Option | Description | Example |
|---|---|---|