The Lookup Query subaction type can be used to retrieve a value from a lookup by Column and Row.
Note: This includes when Importing from Excel
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Go to the Workflow Action when performed the value is to be retrieved.
Module → Module Name → Workflow (tab) → Workflow Name → Actions (tab) → Action Name → Subactions (tab)Within the subactions tab select the menu to the right, the within that menu select Lookup Query.
Define the Parameters to retrieve the data:
Field – This is the Internal Name of the field the retrieved value is stored in within the current Request.
Tenant Id – This is the ID to identify the relevant tenancy.
(defaulted to current Tenancy when not visible -or- undefined)
Lookup Id – This is the ID used to identify the lookup that the field value is to be retrieved from by Key Value, and Key Column. This value can be found by looking at the URL for the corresponding lookup.
For example the below LookupId is 10563
Lookup Field – The field by Internal Name within the lookup that will be returned based on the Key Value and Key Column. (This value from the lookup is what is assigned to the Field on the left of the equation)
Key Value – This is the Internal Name of the field of the current Request used to identify the row that contains the corresponding value to be returned by Lookup Field.
Key Column – This is the Internal Name of the field column within the Lookup for which we are finding a matching Key Value row and retrieving the corresponding Lookup Field value.
Example:
Select ‘OK’ then ‘Save’ to apply the changes to the Workflow Action.
Return to the Grid, perform the Action for which the Subaction was defined and verify the expected value is stored into the corresponding field.
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