Difference between revisions of "Custom Lookup Options"
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{{ Banner-UnderConstruction }} | {{ Banner-UnderConstruction }} | ||
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=Overview= | =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. | ||
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=Configuration - Essentials= | =Configuration - Essentials= | ||
=Configuration - Advanced= | =Configuration - Advanced= | ||
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Sample Page Header Banners: | Sample Page Header Banners: | ||
Deprecated Feature | Deprecated Feature | ||
| − | <span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name="Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1">{{ | + | <span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name="Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="1">{{ Deprecated }}</span></span></span></span></span></span></span> |
Deprecated Page | Deprecated Page | ||
| − | <span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2">{{ | + | <span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="2">{{ DeprecatedPage }}</span></span></span></span></span></span></span> |
Professional Services | Professional Services | ||
| − | <span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="3">{{ | + | <span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="3">{{ Banner-Billable }}</span></span></span></span></span> |
Page Under Construction | Page Under Construction | ||
| − | <span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4">{{ | + | <span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="4">{{ Banner-UnderConstruction }}</span></span></span></span></span></span> |
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Revision as of 14:27, 22 June 2021
 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
Configuration - Advanced
Appendix
Options and Settings
General Settings
| Option | Description | Example |
|---|---|---|
Display Settings
| Option | Description | Example |
|---|---|---|
