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Additionally, if you’re not the owner of the lookup, you need to receive at least View access to the lookup in question via sharing, otherwise, you will not be able to see it. Check Share lookups to know more.
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Lookup information
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The Status field indicates the current status of your lookup tables and displays status text inside a colored background.
To check if there have been changes in the status of the whole lookup list, click the refresh icon at the top right. Lookup errors 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. There are some specific cases worth mentioning:
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.
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.
The Sharing field indicates the status of the lookups concerning privacy and displays a status icon and text inside a colored background.
To know more about sharing status and how to share lookups, check the Share lookups article.
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. | ||||||||||||||||||
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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.
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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 |
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.
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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 |
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Refresh |
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Edit an uploaded lookup
Select Edit to edit the content of the uploaded file.
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Click the gear icon in the toolbar and select Set query change in lookup. Make the necessary changes in the Edit query lookup window (add or remove fields, or change the key field) and click Save settings. This window contains the same settings explained here.
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It may take several a few minutes to apply the changes. Go to Data search → Lookup management and check the Status field of the lookup. Changes will be applied once the indicator turns green.
To add values from a query lookup to a data table, follow the steps explained in Add lookup values to your query.
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Dynamic query lookups Note that the Edit option will not appear for Dynamic query lookups because they cannot be edited. |
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