What are Lookup fields?
Lookup fields enable users to link data between a Primary object and a Secondary object by copying data from one to the other when specific conditions are met. These fields allow for the creation of multiple lookups, enabling users to establish complex data relationships across various objects and channels.
By using Lookup fields, users can ensure that KPIs are accurately transferred and updated, facilitating more effective data management and analysis. This feature is particularly useful for maintaining consistency and relevance in data across different parts of the platform.
How to Create Lookup Fields in the Integrations Module
In the Integrations module, Lookup Fields allow you to define how data should be copied from one object to another. This feature is particularly useful for stitching data between different objects while ensuring the conditions of the primary and secondary objects are met.
In this guide, you will learn the steps to create lookup fields.
Step 1: Give a Lookup Name
Start by naming your Lookup field. This name will help you identify the purpose of the Lookup later on.
Step 2: Provide a Lookup Description
Next, provide a description for your Lookup field. This should explain why you created this Lookup and its intended use.
Step 3: Set Up Data Mapping
Primary Channel: Select the channel from which you want to move data.
Secondary Channel: Choose the channel where the data will be moved to.
Columns to Copy: Specify which columns should be copied from the Primary Channel to the Secondary Channel.
Step 4: 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.
2. Check Conditions: Before copying the data, verify that the conditions for the primary object are met.
3. Add More Fields: If needed, you can add multiple fields to be copied from the Primary to the Secondary Channel.
Step 5: 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.