Sort order in lookup tables

Users
#1

I want to sort items contained in lookup tables so that the options appear in alphabetical order on the tablets.

Is this the correct procedure?

  1. Download the existing lookup tables into a multi-tab Excel file
  2. Sort the items in the tables on the different Excel tabs
  3. Delete the content of the UID cells in all tables
  4. Keep the ‘N’ values in the ‘Delete?’ columns
  5. Save the Excel file
  6. Upload the Excel file selecting ‘replace’ existing lookup tables.
  7. Sync tablet

I have completed steps 1 to 5 and just want reassurance before proceeding!

Thanks

Simon

#2

  • I can confirm that lookup table items should preserve the order from the spreadsheet.

  • Delete the content of the UID cells in all tables
    What is this for? I’m not that familiar with managing lookup tables - I’d first try updating however you normally would, but with the order rearranged.

  • Ethan Soergel

#3

Is there anyone there who help with the UID question?

Thanks

Simon

12/9/18

#4

Hi Simon,

Ethan had a quick question / suggestion about the UID that I think was obscured by the formatting in the previous message. I’ve included it below

  • Delete the content of the UID cells in all tables

#5

Thanks Clayton and Ethan.

I uploaded the sorted look-up tables with the existing UID cells in place and the new sorting was not reflected in the look-up tables on the tablets. I will now delete the UID fields and hopefully this will sort out the problem.

Thanks for your support.

Regards

Simon

13/9/18