Difference between revisions of "Custom Lookup Options"
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=Configuration - Essentials= | =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= | =Configuration - Advanced= | ||
=Settings Explained= | =Settings Explained= | ||
Revision as of 15:25, 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
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 |
|---|---|---|
