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===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 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. Select one of the columns for the '''Lookup Key'''. The '''Primary Key''' is optional. 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.
===Updating an Existing Custom Lookup===
# To update an existing custom lookup, import the updated file and be sure to type out the exact name of the lookup you want to update in the Lookup Name field. Specify the lookup key and any primary key needed. Click '''Next''' to continue.
# You will see a warning that notifies you that an existing lookup with the same name already exists. All existing records for that lookup will be deleted and re-imported with the new updated data. Click '''Next''' to continue and click '''Yes''' on the alert pop-up.
# Click '''Next''' to finish the import.
=Configuration - Advanced=
===Setting up Dynamic Dropdown Lists===