The Lookup Tables feature provides a centralized data lookup system for administrators to create and manage tables at the company and project level. By referencing these tables in Field Expressions with the Lookup() function, customers can simplify complex expressions and improve data consistency. A Company level lookup Table is required and can be overridden at the Project level.

The purpose of Tables at the Project Level is to override the Company Table for the selected Project.

Note:

1. Headers are inherited from the Company level reference Table.

2. A Table configured at the Project level overrides the Table configured at the Company level only for the selected project.

To override a Company Table for a Project:

1. Go to Admin > Projects.

2. Select the Project.

3. Click the Tables tab.

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4. Click the Create Table button. The Create Table dialog will displays.

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5. Company Table to Override - Select a Company level Table.

   1. If the Clone CSV data to project tables when first created was checked under Admin > Company > Tables for the selected table, then the current column headers and row data will display.

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   2. If the Clone CSV data to project tables when first created was NOT checked under Admin > Company > Tables for the selected table, then only the current column headers will display.

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6. With the company table selected, select the Data Input Method.

   1. Manual - See the Create Table (Manual) section for more information.

   2. Upload CSV - See the Create Table (Upload CSV) section for more information.