Is it possible to import values in a file into a Lookup field?
You can import values in a file into a Lookup field only when "Prohibit duplicate values" is enabled for the field specified as "Key Field" for the Lookup field.
Described below are the steps to import values from a file. The steps are described on the assumption that the Lookup field is configured as follows:
- The "Customer Database" app is specified as "Datasource App"
- The "Company name" field is specified as "Key Field"
Prohibiting Duplicate Values
- Open the "Form" setting screen of the "Customer Database" app.
- Click Settings under the setting button
on the upper right of the "Company name" field.
- Select the Prohibit duplicate values check box and then click Save.
- Click Save Form on the upper left side of the screen.
- Click Update App on the upper right side of the screen.
Exporting Data to a File
- Open the app for which the Lookup field is set.
- Click the option button
on the right side of the screen and then click Export to File.
- Select the Include header row check box.
- Select the items to export.
In this example, the Record number and the Lookup field are exported. - Click Export on the upper left of the screen.
- Click the name of the exported CSV file and download the file.
Importing a File
- Open the app for which the Lookup field is set.
- Click the option button
on the right side of the screen and then click Import from File.
- Click Browse and select a file for import.
- Associate the columns in the file for import with the fields in the app.
- In this example,the Record number is specified as "Key to Bulk Update."
When a value of the field specified as "Key to Bulk Update" (Record number) matches the value of the corresponding column in the file, the data of the record with a matching value is replaced with the data in the row of that particular cell in the file. - For fields other than the Record number and the Lookup fields, select "(None)" from the drop-down list of "Column in File." This enables you to update only the Lookup field.
- In this example,the Record number is specified as "Key to Bulk Update."
- Click Import on the upper left side of the screen.