- On the Integration tab, click on Additional Columns tab
- Click the Add Additional Column button
- Name – Enter a name for the column
- Type – Select Multi Lookup
- 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
- Role Type – Select the Role Type the lookup will be using. These will differ depending on what category was selected
- Return Fields – Select the field(s) that will be returned from the Lookup
- If No Data – Select the required option if no data is found
| Option | Description |
|---|---|
| Continue | SmartConnect will continue with the integration even if no data is found |
| Restrict line out if data exists | If lookup DOES return data, the integration will not send any lines that use this lookup |
| Restrict line out if no data exists | If lookup does NOT return data, the integration will not send any lines using this lookup |
| Return failure for current integration line | SmartConnect will return a failure for that current line that didn’t find a value |
| Return Null | SmartConnect will return a null value |
| Stop processing integrations | SmartConnect will stop processing all records if no data has been returned from the lookup |
- 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
- Process Unmapped Column – If the lookup should be ran even when it is not mapped on the line
- Use this if the result is only used in another additional column
- Include lookup result in scripting – If the result of the lookup should be available to use in Calculated Columns
- Lookup filter – Define the criteria of the lookup
- 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
- Conditional Return if valid – When defined, Only return a value if condition(s) is met
- Field – Select the source field to be evaluated
- Operator – Select the operator for the selected field.
- Value – Type in the Value to validate against
- Click Save to save the column settings