Setting up a Reference Lookup

Setting up a Reference 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 Reference 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 Field – Select the field 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 Field.  
  • 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. 

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