---
title: "Lookup views"
slug: "lookup-views"
description: "Create and manage lookup views—dynamic, read-only tables that fetch real-time data directly from your quotes and sales items."
updated: 2026-07-22T14:00:47Z
published: 2026-07-31T10:00:05Z
canonical: "docs.zilliant.com/lookup-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lookup views

A lookup view is a dynamic, read-only table that fetches real-time data directly from your quotes and sales items. Lookup views use the same search capabilities as existing lookup tables.

Lookup views improve performance and usability in complex, custom quoting workflows. They provide faster, more efficient access to quote and sales item data, eliminating the need for OpenAPI calls even when Groovy bindings for these objects are unavailable.

You can use Groovy scripts to access lookup views.

## Access lookup views

To access lookup views, from the application left navigation area, select **Lookup** and go to the **Customize Lookup Views** tab. You will see a list of existing lookup views.

From here, you can:

- Create a lookup view
  - [From the UI](/v1/docs/lookup-views#create-a-lookup-view-from-the-ui)
  - [From an Excel spreadsheet](/v1/docs/lookup-views#create-a-lookup-view-from-an-excel-spreadsheet)
- Manage lookup views
  - [Add lookup view columns](/v1/docs/lookup-views#add-lookup-view-columns)
  - [Edit a lookup view](/v1/docs/lookup-views#edit-a-lookup-view)
  - [Download a lookup view](/v1/docs/lookup-views#download-a-lookup-view)
  - [Activate or deactivate a lookup view](/v1/docs/lookup-views#activate-or-deactivate-a-lookup-view)
  - [Query a lookup view](/v1/docs/lookup-views#query-a-lookup-view-through-groovy-scripts)
  - [Delete a lookup view](/v1/docs/lookup-views#delete-a-lookup-view)

## Create a lookup view

### Create a lookup view from the UI

1. From the application left navigation area:
  - In the classic view, select **Lookup**.
  - In the new UI, select **Settings** > **Lookup**.
2. On the **Customize Lookup Views** tab, select ![Add](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
3. On the **New View** dialog, enter information or make selections to create a lookup view:

Note

Once you create a lookup view, you can't change its type. If you create the wrong type, you need to delete and recreate the lookup view.
  - **Name**—Enter a name for the lookup view.
  - **Type**—Select a type of the lookup view. Available types are:
    - **Quote**—Select if you want to add the quote header information.
    - **SalesItem**—Select if you want to add the sales item information.
  - **Description**—(Optional.) Enter additional information about the lookup view.
4. Select **Create**. The lookup view appears on the **Customize Lookup Views** tab.
5. [Add lookup view columns](/v1/docs/lookup-views#add-lookup-view-columns).
6. [Activate the lookup view](/v1/docs/lookup-views#activate-or-deactivate-a-lookup-view).

### Create a lookup view from an Excel spreadsheet

1. From the application left navigation area:
  - In the classic view, select **Lookup**.
  - In the new UI, select **Settings** > **Lookup**.
2. On the **Customize Lookup Views** tab, select ![Upload](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_upload.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D) and then select an Excel spreadsheet to upload. The lookup view appears on the **Customize Lookup Views** tab.
3. (Optional.) [Add lookup view columns](/v1/docs/lookup-views#add-lookup-view-columns).
4. [Activate the lookup view](/v1/docs/lookup-views#activate-or-deactivate-a-lookup-view).

Tip

You can [download an existing lookup view](/v1/docs/lookup-views#download-a-lookup-view) in the Excel format and use it as a template.

## Manage lookup views

### Add lookup view columns

1. From the application left navigation area:
  - In the classic view, select **Lookup**.
  - In the new UI, select **Settings** > **Lookup**.
2. On the **Customize Lookup Views** tab, select a lookup view.
3. If the lookup view is active, select ![Activate or deactivate](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_activate%20a%20lookup%20table.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D) to deactivate it.
4. Select ![Add](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
5. Enter values or make selections to define the column:

Tip

If you don't know the correct search expression syntax for specific data points, contact your Zilliant representative.
  - **Name**—Enter a name for the column.
  - **Sequence Id**—Enter the sequence number of the column in the lookup view.
  - **Search Expression**—Enter the query to retrieve a specific data point in the quote or sales item object at runtime.
6. Select **Create**.

### Edit a lookup view

Notes

- To edit a lookup view, it must be inactive.
- You cannot change the lookup view type.

To edit the name and description of the lookup view, follow these steps:

1. From the application left navigation area:
  - In the classic view, select **Lookup**.
  - In the new UI, select **Settings** > **Lookup**.
2. On the **Customize Lookup Views** tab, locate the row for the lookup view.
3. If the lookup view is active, [deactivate it](/v1/docs/lookup-views#activate-or-deactivate-a-lookup-view).
4. On the lookup view row, select ![Actions](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_three%20dots.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
5. Select **Edit Lookup View**.
6. Change the name and description of the lookup view, then select **Update**.

### Download a lookup view

Zilliant CPQ allows you to download a lookup view in the Excel format.

To download a lookup view Excel spreadsheet, follow these steps:

1. From the application left navigation area:
  - In the classic view, select **Lookup**.
  - In the new UI, select **Settings** > **Lookup**.
2. On the **Customize Lookup Views** tab, on the lookup view row, select ![Actions](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_three%20dots.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
3. Select **Download View Schema**.

### Activate or deactivate a lookup view

Use one of the following methods to activate or deactivate a lookup view.

- From the lookup view list:
  1. From the application left navigation area:
    - In the classic view, select **Lookup**.
    - In the new UI, select **Settings** > **Lookup**.
  2. On the **Customize Lookup Views** tab, on the lookup view row, select ![Actions](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_three%20dots.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
  3. Select **Activate Lookup View** or **Deactivate Lookup View**.
- From the lookup view:
  1. From the application left navigation area:
    - In the classic view, select **Lookup**.
    - In the new UI, select **Settings** > **Lookup**.
  2. On the **Customize Lookup Views** tab, select a lookup view.
  3. Select ![Activate or deactivate](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_activate%20a%20lookup%20table.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D) to activate or deactivate the lookup view.

### Query a lookup view through Groovy scripts

Zilliant CPQ allows you to query lookup views through [Groovy scripts](/v1/docs/about-groovy) to retrieve real-time data directly from your quotes and sales items.

To query a lookup view through a Groovy script, use this sample code:

```groovy
def quoteDetail = dbLookupView.view('LOOKUP_VIEW_QUOTE_DETAIL')
				.addSelectFields('quoteID', 'title', 'shipping_term', 'status', 'effective_date')
				.addCondition('quoteID', '==', 00001)
				.search();
```

### Delete a lookup view

Use one of the following methods to delete lookup views.

- Delete one lookup view:
  1. From the application left navigation area:
    - In the classic view, select **Lookup**.
    - In the new UI, select **Settings** > **Lookup**.
  2. On the **Customize Lookup Views** tab, on the lookup view row, select ![Actions](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_three%20dots.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
  3. Select **Delete Lookup View**.
  4. Select **Yes** to confirm.
- Delete one or more lookup views:
  1. From the application left navigation area:
    - In the classic view, select **Lookup**.
    - In the new UI, select **Settings** > **Lookup**.
  2. On the **Customize Lookup Views** tab, select a checkbox next to the names of one or multiple lookup views.
  3. Above the list of lookup views, select ![Delete](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_delete-line-item.png?sv=2026-02-06&spr=https&st=2026-11-11T11%3A14%3A39Z&se=2026-11-11T12%3A14%3A39Z&sr=c&sp=r&sig=TuUpuyipysIpZjB%2F%2FF%2F53X2w2wjWw0j%2B8Rg6oXsPl20%3D).
  4. Select **Yes** to confirm.