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 Using a Editable table with a lookup to another table

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Heather stewart's profile image
Heather stewart posted 03/16/26 01:12 AM

Hi I would like some help or training content on how to add a lookup to another table for an editable table i.e. I would like users to be able to select a department code from the list of valid departments.  I created an editable table to manage report subscriptions but at the moment users need to type in the department code which allows for data quality issues.   How do I use a lookup so they can only select a valid cost centre

Kory Schutz's profile image
Kory Schutz  Best Answer

It is relatively simple to add a list of possible values to an Editable table.  Go to the Configure Columns step, select the Column Name.  In my example below it is DEPT_CODE.  In the Possible Values attribute, type a formula similar to the one I have in my dept mapping table.  After the percent sign, you provide your table name, then a forward slash and the columns selector formula.  "!LIMIT_COLUMNS" is a formula which defines the columns you want displayed when a user selects the column.  Then comes an open bracket, the name of the field in the table you referenced, and then a closing bracket.  Save and check-in your changes when finished.

%<Table Name> / <columns to display>

%HIG Cost Centers/!LIMIT_COLUMNS[Department Code]

Then when the user creates a new row, or modify an existing row, they can type the code into the column, wait to see if the value exists: it will be displayed so they can select it.  Or click the Find to filter for the department. 

**Be cautious before apply this formula to an existing editable table that already has data.  If a value is not in the list you configured, they will get flagged in red with an error message stating "Entry not listed in possible values".  This obviously helps identify where  a department value possibly needs to be corrected.  However, if there are any red highlighted cells in the report window, you will not be able to make a change to a different department unless you filter out the error value(s), or filter for the specific department.  Once the window shows no red, the Save button will be enabled. 

Varad Rajeev Muthal's profile image
Varad Rajeev Muthal

Hello @Heather stewart,
We have acknowledged your question & looking for the best answer, we’ll get back to you soon!
Thanks & Regards,
Varad