Create, edit, or remove a lookup

For more information, see Lookups.

Create a lookup

1. Create a filter or Edit a filter.
2. Configure the filter so its output contains the column(s) whose values you want to look up in a data table column.
3. Go to the Lookup tab.
4. Click Add.
5. Enter a Lookup Name.
6. Select the Filter Column with which to perform the lookup.
7. Select the System in which the lookup will be performed.
8. Select the relevant Table of the system.
9. Select the relevant Field of the table.
10. For the Operation, select include or exclude.
11. Click Save.
12. Optional: Repeat steps (4) - (11) to add additional lookups.
13. Go to the Data tab.
14. New Filter lookup buttons are now available for each lookup you've configured.
15. Click these buttons to preview the lookup results in the Data tab.

All configured lookups are now available in Mappings, as well as other objects such as Name generators.

Edit a lookup

1. Go to Processing > Filters.
2. Click Edit Filter for the relevant filter.
3. Go to the Lookup tab.
4. Continue by following the steps in Create a lookup.

Remove a lookup

1. Go to Processing > Filters.
2. Click Edit Filter for the relevant filter.
3. Go to the Lookup tab.
4. Click Remove Lookup for the relevant lookup.