Documentation

Converting to and from Regular Lookup

NOTE: in the Office 365 app version, you can revert to regular lookup column directly inside the app. You can also convert any regular lookup column to be a connected lookup.

Infowise Connected Field support converting regular built-in lookup fields to Infowise Connected Field and vice versa. This way you can upgrade your existing lists to the additional functionality of the Connected Field without having to change the list/view structure and without re-entering the data. For example, you may want to add the in-line value entry provided by Connected Field, which is not available in the regular lookup. Or you can remove Connected Field from your system without losing data.

 

Converting from Regular Lookup

Execute the following steps to convert your existing lookup column into a Connected Field column:

  • Make sure you have a lookup column ready in your list.
  • Go to list settings menu and choose to create a new column
  • Choose Infowise Connected Field radio button under field type selection on the column creation page.
  • Scroll to the bottom of the page and check Advanced Settings checkbox to reveal the advanced settings section.
  • Select your lookup column in the “Convert from” dropdown and press on Convert.
  • The column will be converted and you will be transferred to the Edit form of your newly converted column.
  • Specify the additional settings unique to the Connected Field, such as View, Allow value entry and such
  • Save the column.

 

Converting to Regular Lookup

Execute the following steps to convert your Connected Field column to a regular lookup column:

  • Enter your column’s edit page.
  • Scroll to the bottom of the page.
  • If not already checked, check the Advanced Settings checkbox to reveal the advanced settings section.
  • Click on Convert to Regular Lookup.
  • The column will be converted and you will be transferred to the Edit form of your newly converted column. 

NOTE: Your Connected Field specific settings will be kept, so you can convert the column back at any time. These settings do not interfere with the regular lookup column in any way.

Last modified: 9/22/2020 8:26 PM
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