Is it possible to import values from a file into a "Lookup" field?

Article Number:040206

You can import values into "Lookup" fields via file import.
Using the imported values as the lookup key, "Lookup" fields retrieve data from other apps.

Note that, in order for values to be imported into a "Lookup" field via file import, the conditions below must be met in advance by the app that contains data to be retrieved (source app).

  • The prohibition of duplicate values is enabled for the field set as the "Lookup" field's Key Field.
  • In the Permissions for App setting, the user who carries out the Import from File operation is granted the permission to view records.

The following describes the ways to check whether these conditions are met.

  • How to check which field in which app is set as the Key Field
    Open the app into which you want to import your file, open the field setting screen of the "Lookup" field, and check the items set for Datasource App and Key Field.
    If the "Lookup" field displays a message "No permission" and you cannot open its field setting screen, it means that you don't have the permission to view records for the app that contains data to be retrieved (source app).

  • How to check whether the prohibition of duplicate values is enabled for the field set as the Key Field
    Open the app that contains data to be retrieved (source app), open the field setting screen of the field set as the "Lookup" field's Key Field, and check whether the Prohibit duplicate values check box is selected.
    If the check box is not selected, select it and save. Then, update the app to apply the setting change to the app.

  • How to check whether you have the permission to view records for the app that contains data to be retrieved
    Open the app that contains data to be retrieved (source app) and check if an error message "No privilege to proceed" appears.
    If the error message appears, it means that you don't have the permission to view the app's records.
    If a user without the permission carries out the Import from File operation, the "Lookup" field fails to retrieve data from the app and the Import from File operation results in an error. Either grant the permission to the user who carries out the Import from File operation (Permissions for App) or ask the user with the permission to carry out the operation.
    Configuring Permissions for App

If you cannot import values into "Lookup" fields via file import even though the conditions mentioned above are met, it may be due to the app you are importing your file into or the file you are using for the import.
Refer to the following pages and check the app and the file.