Using lookup tables

Lookup tables perform value substitution during document composition by using a file containing key name and value pairs. When a template or Active Content containing a lookup table is imported, and the lookup table does not exist in the system for the current community, an empty lookup table will be created with the lookup table name. In this case, use the Update lookup table option to import the table to the map, to define the target directory.

Note: An empty lookup table will count as non-existing if a template or Active Content is complete.

Lookup tables are supported for non-interactive templates used in on demand and batch processing. Lookup tables are not supported in the Interactive Editor (EngageOne™ Designer 6.0 does not support lookup tables with interactive templates).

Lookup tables can be set up in EngageOne™ Administration, then managed on a regular schedule. You can manage lookup tables using an automated production process that defines the lookup table location, then manages table updates in your process.

Lookup Table list – displays list of defined lookup tables for the current community.

Name – the name of the lookup table.
File Path – the path on your server where the lookup table is uploaded.

Note: these fields are for reference and cannot be edited.

Lookup Table pane – displays information on the selected lookup table in the lookup table list. Refer to the image that follows.

Name – the name can be edited. If the lookup table is referenced by a template, or Active Content, the link may be broken and the template or Active Content will become incomplete.
File Path – if the target directory is changed, the lookup table will be moved to the new target directory.