Config Lookup Table
Goal
This section shows the instructions to create / edit / update / delete a lookup table.
Pre-requisites
✔️ Create a Jira Project
✔️ Jira Administrators permission
Configuration steps
1. Go to Issues and click Manage Lookup Tables to start configuring lookup tables
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2. You should see an empty page with 5 button at the top right corner of the page (Table Permission, Import Table, Add Table, Delete Table and Export Table)
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3. Click Add Table button and you should see a dialog prompting to enter a lookup table name and columns.
You can enter additional columns by adding comma (,) after each column names. Alternatively, you can always add new column after creating the table
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4. Upon successfully creating the lookup table, you should receive an empty lookup table with no records
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5. Now you are ready to add records into the lookup table.
It is possible to import new tables. See How to import a table into Lookup Manager
a) Adding a new record into the lookup table by entering the details and click the Add button
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b) Click the Add Column button to add new columns into the existing lookup table
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c) Click the Delete Column button to delete unnecessary column
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d) Editing existing record by simply clicking the record you wish to edit
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e) Assigning Permission to user or group to edit the lookup table by clicking the Table Permission Button
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f) Click on View Table button to view/edit other table
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g) Click on Delete Table, if you do not need the lookup table anymore.
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Learn More
Configure the workflow to use the Lookup Manager Post Function.
Configure the component to use the Automation-For-Jira.
Configure the action to use Jira Service Desk Automation.
Import a CSV file to overwrite an existing table in Lookup Manager
Import a CSV file to append data to an existing table in Lookup Manager.