Using an Entity Lookup

  1. On the Integration tab click on Additional Columns tab.
  2. Click on Add Additional Column button.

  3. The Additional Column window will open.
  4. Name – enter a name for the column.
  5. Tab off the Name field to enable the Type field.
  6. Type – select Entity Lookup from the Type dropdown list.

  7. Entity – select the entity that the reference is for.
  8. Add Attribute – click this button to add the matching details for the lookup.
  9. Click Save to save the column settings.

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