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Custom Lookup Options

279 bytes added, 19:31, 22 June 2021
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=Configuration - Essentials=
===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.
# 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.
# 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.
#
# You will now access step 1 one of the '''===Updating an Existing Custom Lookup Options Import''' wizard. Upload a CSV containing your custom data. The first row of the CSV must include column headers.===
=Configuration - Advanced=
Smartstaff
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