Process Studio: Lookup Tables Menu

The Lookup Tables feature in Process Studio allows you to create and manage custom datasets that behave like a lightweight database. These tables are useful for storing static or reference data that can be used dynamically throughout your automated processes.

For example, if you only have access to employee email addresses but need to reference their names and birthdays, you can store that information in a Lookup Table and connect it to your process using the email as the key.

Many automated processes rely on the data stored in Lookup Tables to populate or validate specific values. These tables serve as a single source of truth for constant reference.

How to Access the Lookup Tables Menu

To access the Lookup Tables menu in Process Studio:

1. Click the Process menu.
2. Click the Lookup Tables menu.
You’ll be taken to the Lookup Table Dashboard.

Lookup Table Dashboard Overview

Once inside the dashboard, you’ll see a list of all existing tables, along with options to manage them. The dashboard includes:

Create a New Lookup Table

The + New Lookup Table option opens the table builder, where you can create a brand-new table or edit an existing one. Think of this as building a mini-database where you control what kind of information gets stored and how it can be used later in your automation processes.

In this builder, you can:

• Upload a .csv file to quickly import multiple records at once.
• Add rows manually to input data one entry at a time.
• Define the structure of your table by adding columns with specific data types.

Once your table is set up, it will display all the fields (columns) you’ve configured, allowing you to organize and manage your data clearly.

Lookup Table Builder Dashboard

When creating or editing a table, the builder view provides the following options:

Edit a Lookup Table

To edit an existing table:

1. Click Lookup Tables
2. Select the table from the dashboard.
You’ll be redirected to the Lookup Table builder. From there, you can modify columns, rows, or data values as needed.

Delete a Lookup Table

Deleting a table will permanently remove all data stored in it. This action cannot be undone. To delete a table:

1. Click the delete icon in the Actions column.
2. Confirm by clicking Delete again.
The table will be permanently removed from the system.

Upload a .CSV File

To import a large number of records at once:

1. Click the Upload .csv File button.
2. Select your file and confirm the upload.
The data will be automatically saved to the table.

Rename a Table

To rename a table:

1. Click the Edit icon next to the table name.
2. Enter the new name.
The change is saved automatically

Add New Columns

To create a new column in your table:

1. Click the + Add Column button.
2. Enter a column name.
3. Select a data type (e.g., Text, Number, Date).
4. Click Create.
The new column will appear in the table view.

Each column can also be renamed or deleted using the column’s menu.

Add New Rows

Every Lookup Table consists of columns and rows. To add a new row:

1. Click + Add Row

• A new row will appear where you can input a new record.
• Each record can be edited or deleted as needed.