The Lookup Table Editor is where you manage the structure and data of an existing Lookup Table. From this editor, you can filter information, add or remove columns and rows, and update any value stored in the table.
It functions like a lightweight database editor, giving you full control over how reference data is organized.
Access the Lookup Table Editor
To open a Lookup Table in the editor, follow these steps:
1. Click the Process Studio dropdown menu.
2. Click Automations.
3. Click the Lookup Tables tab.
4. Click the name of the Lookup Table you want to edit.
You are now inside the Lookup Table Editor.
Here's an interactive tutorial
Lookup Table Editor Dashboard
The editor includes several tools that help you manage and maintain your dataset efficiently. The main components in the dashboard are:
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1. Lookup Table Editor 2. Show/Hide All filter button 3. Filter button 4. + Add Column button 5. + Add Row button |
6. Editor table.
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Show/Hide Columns
Inside the editor, you can control which columns are visible at any moment. This is useful when working with wide tables or when you need to focus on a subset of fields.
Filter the Table
Filtering allows you to narrow down the data displayed in the table, making it easier to find specific records.
Add Column
You can expand a Lookup Table by adding new columns to store additional types of data.
Add Row
Rows represent individual records in the Lookup Table. Adding a row is useful when inserting small or specific amounts of data manually.
Actions Column
The Actions column allows you to edit, save, or delete individual rows.