Help Centre › Building Processes
Look a value up in a lookup table on the web and store the value the target system expects.
Add it to a process
In the process designer, open the Add step tab. Find Look up a value in a lookup table under Data, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Value to look up | Yes | The value to look up, for example the supplier name read off an invoice |
| Lookup table | Yes | The lookup table's name on the web (Library > Lookups). |
| Also try these values | No | Tried exactly after the value, for example {invoice.vat_number}. |
| How to match | No | exact: the same text, ignoring case. name: also the same company once (Pty) Ltd, punctuation and case are dropped. close: also a clearly closest name. Choices: exact, name, close. Default: exact. |
| Close: lowest score | No | For close: the lowest score, 0 to 1, taken without a person (default: 0.92) Default: 0.92. |
| Close: lead over the next best | No | For close: how far the best row must lead the next best (default: 0.08) Default: 0.08. |
| Add values nothing matched to the table | No | Add a value nothing matched to the table for a designer to fill in (default: true) Default: on. |
| Variable | No | Variable to store the result in (default: lookup) Default: lookup. |
What it gives back
{lookup}– The target, or the table's fallback when nothing matched{lookup_match}– How it was found: exact, also_try, name, close or fallback{lookup_table}– The table that answered, which differs when a Then-try table did
See all Data steps.