Setting up a Multi Lookup

  • On the Integration tab, click on Additional Columns tab. 
  • Click the Add Additional Column button. 

  • The Additional Column window will open. 
  • Name – Enter a name for the column. 
  • Tab off the Name field to enable the Type field. 
  • Type – Select Multi Lookup from the Type dropdown list. 

  • Category – Select the category that the lookup will be using. Options include Activities, Communications, Customization, Entities, File Cabinet, Items, Lists, Marketing, Support, Transactions, and Website. 
  • Type – Select the Role Type the lookup will be using. These will differ depending on what category was selected. 
  • Return Fields – Select the fields that will be returned from the Lookup. 
  • If No Data – Select the required option if no data is found. 
    • Continue – SmartConnect will continue with the integration even if no data is found.  
    • Return default value – SmartConnect will return the default value if no data is found. 
    • Return failure for current integration line – SmartConnect will return a failure for that current line that didn’t find a value.  
    • Stop processing integrations – SmartConnect will stop processing if no data has been returned from the lookup. 
  • Default Value – Enter the default value here if Return default value is selected for the If No Data option.  
  • Return name field for list entries and records – Mark this checkbox if you would like a name field returned instead of the Internal ID for list entries and records.  
  • Include child item lines – Mark this checkbox if you want child item lines to also be available to select for the Return Fields.  
  • Click Add Filter to enter a new Lookup filter. 
  • Field – Select the field to use for the lookup filter.  
  • Operator – Select the operator for the selected field. The operators will change depending on what type of field is selected.  
  • Field Type – Select the field type, either Source Column or Local Constant.  
  • Value From – Select the Source Column or enter the local constant to be filtered on.  
  • Value To – This option is only available for specific operators.  
  • Click Save to save the column settings. 

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

We're on your integration team. Connect with our people and let us know how we can help you.