Manage lookup tables
You can manage your lookup tables in Data Search → Lookup Management. Click the ellipsis icon to the right of any lookup table row to access the following options:
|More info||This offers a quick view of the table's column names, value types, and primary key.|
|Download CSV||Download the lookup table as a CSV file.|
Edit the content of the selected lookup table. You can add new rows or modify the already existing data. Click Save Changes once you finish. Note that this option is only available for lookup tables up to 100MB. See the below section to learn more and read this article for guidance on how to edit a dynamic lookup.
|Load new lookup version|
Upload an updated version of the selected lookup table. Click Choose file, select the file including the updated version and click Upload.
This opens the Restrictions to tables screen. Select the required lookup table in the left area and use the toggle buttons to enable or disable them in the different data tables.
|Delete||Delete the lookup table.|
- The Status column indicates the current status of your lookup tables. If the indicator is green, it means the lookup is ready to be used. If it is yellow, it means the lookup has been modified and will be ready soon. If it is red, irt means the lookup table has some errors.
- The Mode column shows Dynamic for dynamic lookups and nothing for normal lookups.
Edit a lookup table
Select Edit lookup to edit the content of the uploaded file. You can perform the following actions:
- Select a cell in the table to edit its content.
- Check a row and select the trash bin icon to delete it.
Use the filtering buttons above the table to display only the columns needed.
All Display all the lookup table columns. Here is where you can add, edit and delete columns. Modified Show only modified columns. To reset edited columns, select them and click the Restore Rows icon. Created Show only newly created columns. Deleted Show only deleted columns. To restore columns, select them and click the Restore Rows icon.
After performing the required modifications, click Save changes. You can also restore the original lookup version selecting Reset changes.
If you edit a dynamic lookup, you will be taken to the query it was created from. Go to the Dynamic lookups article to learn how to do it.