- 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.
