Custom Lookup Options

Please note that this page is currently under construction. There is more information to come.

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 New Custom Lookup

1. Navigate to Global Settings > Custom Lookup Options and click on the Import Custom Lookup Options button represented by an import icon.
   
   
2. 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.
3. 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.
4. 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.
5. 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.

Settings Explained

Options and Settings

General Settings

Option	Description
Lookup Name	The Lookup Name is used to identify the set of lookup options. If you want to update an existing custom lookup, ensure the Lookup Name is the same as the existing custom lookup.
Lookup Key	The Lookup Key is a non-unique identifier used to return all records with a matching Lookup Name.
Primary Key	(Optional) The Primary Key is an optional unique key used to return a single record that matches the Lookup Name and Primary Key value. Records without a matching Primary Key will be imported as new records.