Using an Entity Lookup

Published: Mar 14, 2023

Using an Entity Lookup

Published: Mar 14, 2023
  1. On the Integration tab click on Additional Columns tab.
  2. Click on the Add Additional Column button.
63c5abace9f2c765da31d7b4 AddAdditionalColumnButton

  1. The Additional Column window will open.
  2. Name – Enter a name for the column.
  3. Tab off the Name field to enable the Type field.
  4. Type – Select Entity Lookup from the Type dropdown list.
63cad200a6417da324af278a CEEntityLookup

  1. Entity – Select the entity that the reference is for.
  2. 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 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.
  1. Add Attribute – Click this button to add the matching details for the lookup.
  2. Click Save to save the column settings.

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