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Table of Contents
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Rw ui tabs macro
Rw tab
titleStatus

The Status field indicates the current status of your lookup tables and displays status text inside a colored background.

  • Available means that the lookup is ready to use.

  • Updating or Creating means that the lookup is being constructed or it is undergoing some changes and cannot be used just yet. Once a lookup is in this status, the Refresh option will appear in the ellipsis menu (see Lookup management options below).

  • Deleting means that the lookup is being deleted and cannot be used anymore. Once a lookup is in this status, the Retry option will appear in the ellipsis menu (see Lookup management options below).

To check if there have been changes in the status of the whole lookup list, click the refresh icon at the top right.

If there is any problem with a lookup, a notification icon appears next to the status. Click it to check the problem and a suggested solution, if available.

Rw tab
titleName, Owner, Last Updated

The Name field displays the name assigned to the lookups when created.

The Owner field displays the email of the user who created the lookup.

The Last Updated field contains the date and time of the last of the changes applied to the lookups, changes such as modifications in content, sharing status, etc.

Rw tab
titleType, Size (bytes), Rows in Lookup

The Type field shows the following depending on the lookup type: Upload, Static Query, Historic Static Query, Dynamic Query, or Historic Dynamic Query.

The Size (bytes) field states the disk space the lookups occupy.

The Rows in Lookup field reports the number of rows the lookups consist of.

Rw tab
titleSharing

The Sharing field indicates the status of the lookups concerning privacy and displays a status icon and text inside a colored background.

  • Private means that the lookup has not been shared yet and it is thus not visible to anyone but the creator of the lookup and a domain administrator.

  • Shared means that the lookup has been already shared and it is thus visible to those users with the role it was shared with and usable according to the scope of interaction specified when shared.

To know more about sharing status and how to share lookups, check the Share lookups article.

Rw tab
titleLookup Summary

The Lookup Summary can be reached by clicking the expandable icon on the left of the lookup row to see its details: key field, field names, and data types, as well as source query for query lookups, which can be copied to the clipboard for later use.

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Download CSV

Download the lookup table as a CSV file.

Edit

Uploaded lookups: edit the content of the selected upload lookup table. You can add new rows or modify the already existing data. Click Save Changes once you finish.

Static query lookups: in the case of static query lookups, you are taken to the data search, where you can edit the fields and time range of the lookup. See the section below to learn more.

Note

Dynamic query lookups

This option will not appear for Dynamic query lookups because they cannot be edited.

Upload a New Version

Upload an updated version of the selected lookup table. Click Choose file, select the file including the updated version, and click Upload. This option is only available for uploaded lookups.

Restrictions

Note

Deprecation notice

This feature will be deprecated during the coming weeks due to a redesign in the lookup management and creation processes, which improves user experience and makes this feature redundant.

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. By default, lookup tables are available for all data tables. To restrict a lookup for use with only a subset of the available data tables, select the lookup on the left, then on the right use the toggles to select the tables in the subset. Click the back button once you're done.

Status
colourBlue
titleOnly with the required permission
: To use this option, the Manage version of the Lookup restrictions permission is required. The View version only allows you to check the restrictions applied. Notice that at least the View version of the Finders permission is required to enable the Lookup permission (know more about permissions here).

Share

This opens a window for you to share the lookup with other roles. Check the following article to know the details: Share lookups.

Delete

Delete the lookup table.

Retry

Status
colourBlue
titleOnly in deleting status
: When the lookup is being deleted, the Retry option appears in the ellipsis menu. If it remains in this status for too long or you simply want to speed up the process, you can use this option to manually get rid of it.

Refresh

Status
colourBlue
titleOnly in uptading and creating status
: When the lookup is being either updated or created, the Refresh option appears in the ellipsis menu to manually check if the lookup is ready to use.

Status
colourBlueYellow
titleUpdating time limit exceeded
: Using this option when your lookup has remained Updating for more than one hour will return a time limit error. To reset the lookup status to Available so that you can use it, you must click the refresh icon at the top right, however, the changes made will be lost.

Status
colourBlueYellow
titleCreating time limit exceeded
: Using this option when your lookup is being created for more than one hour will return a time limit error. In that case, the lookup will be automatically deleted and you must create it anew.

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