Lookup Tables
A lookup table is a small table of values that integrations read at run time - a code conversion, or a mapping from one value to another - so the mapping can change without a code change. Open Lookup Tables under Integration Dev.
The list
The first tab lists every lookup table in the project. Select one to act on it, or double-click it to open it in its own tab.
| Button | What it does |
|---|---|
| Create | Creates an empty table: a name, a description and its columns |
| Refresh | Reloads the list |
| Edit | Changes the selected table's name and description |
| Truncate | Deletes every row of the selected table, keeping the table |
| Delete | Deletes the selected tables |
| Upload | Creates tables from an Excel or CSV file - offered when no table is selected |
Upload reads the file's first row as the column names. Pick one sheet to create one table, or all sheets to create a table per sheet, named after the lookup name and the sheet.
Inside a table
Double-click a table to open it. Every column has a search box under its header.
| Action | What it does |
|---|---|
| Double-click a cell | Edits the value |
| Add Row | Adds an empty row |
| Add Column | Adds a column |
| Delete Rows | Deletes the selected rows |
| Back / Refresh | Returns to the list / reloads the table |
Changes are not stored as you type. A You have unsaved changes bar appears after the first edit: Save All stores them, Discard drops them.
Who can do what
The access level on your role decides it; the badge at the top right says when yours is restricted.
| Access | Allowed |
|---|---|
| All | Everything: create, upload, delete and truncate tables, and edit rows |
| Edit | Add, change and delete rows and columns in existing tables |
| Read only | Open and search tables; no changes |
Before changing a table something depends on
Scripts, template field conversions and project settings point at a table by its id and read columns by name.
Deleting a table and creating it again gives it a new id - anything that pointed at the old one stops finding it, usually without an error. Renaming or removing a column that something reads has the same effect. Change the rows, not the table.
GoRate uses lookup tables for field conversions on templates - see Template Manager.