LISTSERV Maestro 9.0-10 Help

Table Of Contents

Lookup Tables

  • To access the lookup tables subtree, select Subscriber Warehouse from the menu and then select the Lookup Tables node in the subscriber warehouse tree on the left.
  • To create a new lookup table, select New Lookup Table... from the menu (or go via the right-click menu of the parent lookup table folder in the subscriber warehouse tree).
  • To create a new lookup table folder, select the desired parent folder in the lookup tables subtree and select New Lookup Table Folder from the menu (or go via the right-click menu of the parent lookup table folder in the subscriber warehouse tree).

The left pane displays the LISTSERV Maestro explorer tree, with the "Lookup Tables" subtree. This subtree contains all lookup tables.

The pane on the right shows all entries in the currently selected lookup table. You can edit them or add new entries.

To edit the general lookup table settings (name, encoding, and description), select Lookup Table Properties from the right-click menu of lookup table's node in the tree or from the Edit menu.

Lookup tables can have so called "secondary columns", which are also defined via the Lookup Table Properties menu item (see there for more details).

The page displays a short summary of how many profile fields in how many datasets or lists currently reference this lookup table. Select the References menu item to display more details about these profile fields (so that when editing the values on this table you are more aware of which datasets and/or lists this will impact).

To add a new entry, select the Add New Entry menu item.

To upload entries in the form of a text file, select the Import Entries menu item. Then, browse to the text file with the new entries.

  • For a lookup table without secondary columns: Each non-empty row in the text file is interpreted as a new entry to be added to the lookup table (leading and trailing spaces are stripped). If the file contains entries that are already in the table, then they are simply ignored.

    Any entries not found in the table are appended to the already existing entries in the order they appear in the file.

  • For a lookup table contains secondary columns: The file must use the CSV format with comma (,) as the separator and double-quotes (") as quotes. Quotes around a value are optional and can be left out for values that do not contain the separator or quote character itself. As usual with CSV files, if a value is quoted, any occurrences of the quote character in the value must be escaped by doubling the quote character.

    Examples for valid value definitions according to these rules are:

    Sample
    "Sample, with separator"
    "Sample with ""doubled"" quotes"
    "Sample, with separator and ""doubled"" quotes"
    The first field of each row is used as the entry name, all subsequent fields are used as secondary column values, rows in the wrong format are ignored. Rows that do not have enough fields to fill all secondary columns are also ignored. If a row contains more field than there are secondary columns, then these fields are ignored. If a row contains an entry name that already exists, then the subsequent fields are used to update the secondary column values. If the row instead contains an entry name that does not yet exist, then it is added to the lookup table.

You can also download the existing values by selecting the Download Entries menu item.

Each entry offers the following actions: Edit, Delete, Move Up, and Move Down (the latter two can be used to change the ordering of the entries in the table).

The default value is a special case. It can only be edited but not deleted or moved around. This value is always present and will be used for profile fields that are optional whenever the subscriber does not make a selection for that field.

The entries of a lookup table can be grouped into one or more subsets. To define a new subset, select the Define New Subset menu item. Once there is at least one subset defined, the screen will display a new drop-down menu called Highlight entries of subset. If you select a subset from this drop-down menu (other than <None>), then all entries that belong to the selected subset will be displayed in a highlighted fashion so that you can see which entries are elements of the selected subset.

If a subset is selected in this drop-down menu, you can also edit it (i.e. define its name and the entries which are elements of the subset) by selecting the Edit Highlighted Subset menu item. You can also undefine a selected subset by selecting the Undefine Highlighted Subset menu item.
A lookup table can have any number of subsets, and any given entry can be an element of no subset at all, of only a single subset, or of several subsets at once. If you undefine (delete) a subset, then this will only remove the subset definition as such. It will not delete the entries in the subset.

To delete an entry, click its Delete link or select the Delete All Entries menu item to delete all entries at once, or the Delete Lookup Table menu item to delete the whole lookup table.

Note: A lookup table can only be deleted if it is not currently referenced by any profile fields. Similarly, an entry can only be deleted (via the Delete link or the Delete All Entries menu item), if it is currently "not in use".

"In Use" is defined as follows: If there is at least one profile field in a list group or subscriber list that is "mandatory", uses this lookup table, and, in the list group or list, there is at least one subscriber who has selected the entry in question (either as a single choice in a Single Select field, where there is only one choice possible anyway, or in a Multiple Select field, where several choices would be possible), then this entry is considered to be "In Use" and cannot be deleted.

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