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Lookup tables are used in applications to provide data that is not directly stored in the application and may change over time. For example, you can use them for a list of villages that changes over the time of your project. They also allow you to assign certain data (ex. villages) to certain users They are particularly helpful for grouping related information like defining geographical locations. 📖Learn more about Referencing Locations in Applications.
Define a Table
A table consists of fields which defines the information to be stored. A project can have multiple tables defined and multiple fields can be defined for a given table. Note: Hierarchal data is best managed with a table for each variable (ex: state, district, block, and outlet).
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Note: The Visible to all users? selection determines whether a table is public or assigned to individual users. This is especially helpful when users should only see those items that are related to them. Applications deployed in multiple languages require more than one Field for a given property (i.e., state name, state abbreviation) 📖Learn more Advanced Lookup Tables.
Viewing Table Data
After a table(s) is created, the view tables option can be used to see its data.
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To download tables:
- Navigate to the Manage Tables window
- Identify the lookup table of interest
- From the Manage Tables section, click the Include in Download checkbox next to each table of interest
Note: The all or none buttons can be used to select or deselect multiple tables. - Click the Download Lookup Tables button. Download time will vary by connection speed.
Note: The downloaded Microsoft Excel file includes a sheet titled Types, a sheet for each table with collected data, user ID columns, and Delete (Y/N) columns. The Types sheet is necessary when defining advanced lookup tables. 📖Learn more Advanced Lookup Tables.
To upload tables:
- Navigate to the lookup table of interestManage Tables window
- From the Upload Lookup Tables section, click Choose File and select the desired Microsoft Excel file
- From the Upload Lookup Tables section, click the Replace Existing Tables checkbox
Note: The Replace Existing Tables option will replace any existing tables with new data from the uploaded Microsoft Excel file. If not selected, existing data rows will be updated with data from the Excel file, and any new rows from the file will be added to the sheetlookup table. - Click the Upload Tables button
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When lookup tables are downloaded for editing in MS Excel, the file includes a sheet titled Types along with a sheet for each table with collected data to include a UID and Delete (Y/N) columns. The Types sheet is necessary when defining advanced lookup tables. 📖Learn more Advanced Lookup Tables.
Example: "District" table download
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Note: If a table requires rows assigned to users (i.e., user 1, group 1), these columns should be added manually. 📖Learn more about Mobile Worker Groups.
Splitting Lookup Tables
Tables can become very large and degrade application performance when deployed to mobile devices. This issue can be avoided by splitting large tables which is especially helpful for location-based lookup tables that will need to reorganize.
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