Uploading cross-reference lookups to your private marketplace

Introduction

Having created and saved a cross-reference lookup, you can upload it to the cross-reference lookups section of your private marketplace. This guide walks through the steps needed to achieve this.

You only need to upload a cross-reference lookup to your private marketplace if you want to make it available for your users (and your linked company users) to download as a standalone resource.

If you just want to include the cross-reference lookup in a process flow or an app, you don't need to upload it separately - please see Uploading process flows to your private marketplace or Uploading apps to your private marketplace.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Any resources you upload to the private marketplace for your own 'parent' company will be available to your 'child' companies (via their private marketplaces). Similarly, any resources uploaded to the private marketplace for a 'child' company will be available to the 'parent' company AND all child-sibling companies. For more information please see About private marketplace access.

Step 2 From the left-hand navigation menu, select the cross-reference lookups option - all of your cross-reference lookups are listed.

Step 3 Click the name of the lookup that you want to upload, to access details, then click the upload button:

If you don't see an upload option, it's likely that your user account does not have the required permissions. Please contact Patchworks support if this is the case.

Step 4 The upload is queued for processing and will be completed as soon as possible.

Check your notification centre for confirmation if you miss the popup message when this is done.