Custom Lookup Options

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Construction warning.png 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

Configuration - Advanced

Settings Explained

Options and Settings

General Settings

Option Description Example


Display Settings

Option Description Example