How to Use Lookup Tables
Lookup Tables employ a table and revision model, which lets you update data cleanly, and extend the schema without modifying existing calculations. Here are the steps for working with this model:- Create one or more Lookup Tables in your Organization.
- Create Revisions for a Lookup Table, which you can use to define data schema and lookup keys.
- Populate Draft Revisions with data values. You can create and edit multiple Draft Revisions, but only one can be Published at any given time.
- Publish a Revision to activate it. Once published, you can use Lookup Functions within your Derived Field calculations to query the data values of the Revision.
- When you want different, updated data values to be used, publish the draft Revision containing the required new values. The currently published Revision is archived automatically, so you can always access the historical data.