What are Lookup fields?
Lookup Fields in Revlitix allow you to connect data between a Primary object and a Secondary object by copying specific data based on defined conditions.
This feature enables the creation of complex data relationships across various objects and channels, ensuring accurate and consistent data management.
Why Use Lookup Fields?
Utilizing Lookup Fields helps in:
Data Consistency: Ensuring that key performance indicators (KPIs) and other critical data are accurately transferred and updated across different objects.
Efficient Data Management: Facilitating seamless data integration between various channels and objects, reducing manual data entry and errors.
Enhanced Analysis: Providing a comprehensive view of related data, which aids in more effective analysis and decision-making.
How to Create Lookup Fields
Follow these steps to set up Lookup Fields:
Step 1: Start from the Integrations Module
Go to the Integrations module in Revlitix.
Click on Add Fields under the KPIs section.
From the dropdown, select Lookup Field.
Step 2: Name the Lookup Field
Assign a clear and descriptive name to the Lookup Field that reflects its purpose.
Step 3: Add a Description
Provide a short description to explain what the lookup is intended to do.
Step 4: Set Up Data Mapping
Primary Channel: Choose the source channel where the data originates.
Secondary Channel: Select the destination channel to which the data will be copied.
Columns to Copy: Specify the fields you want to bring from the primary channel into the secondary one.
Step 5: Define Conditions for the Primary Object
If you need to set conditions for when the data should be copied, you can do so here. This step is optional but can be useful for more complex data movements.
Add Conditions: You can add conditions by clicking 'Add Conditions.' You can also group these conditions using the operators 'And' or 'Or' to specify how they should interact with each other.
Check Conditions: Before copying the data, verify that the conditions for the primary object are met.
Add More Fields: If needed, you can add multiple fields to be copied from the Primary to the Secondary Channel.
Step 6: Save Your Lookup
Once you have set up everything, click 'Save' to finalize your Lookup field.
Important Notes
Deleting Lookups: If you delete a Lookup, any dependent KPIs created based on that Lookup will also be deleted. Additionally, new KPIs that were created using the deleted Lookup will be removed. Once deleted, these KPIs cannot be selected for future Lookups.
Parent-Child Object Limitation: You cannot select a parent object of the Primary Channel as the Secondary Object. For example, if you create a Lookup from Account to Lead, where Lead is the parent object, you won't be able to select KPIs related to the Secondary Object (Lead) in this scenario.
By following these steps and keeping these notes in mind, you can efficiently create and manage Lookup fields within the Integrations module.