Home > Presets - Creating

Creating & using Presets for data lookup

Throughout Formulator users have the options of creating “Presets” for looking up data.  Presets are available to ALL users regardless of who created them.

How to create a Preset:

1.      Click on the Lookup button

2.      Once you are in the lookup window, click on the wrench  to select columns

      3. Once a preset has been saved it will be available for all users to choose: