The LookUp action allows information to be looked up from table rows and set the information up as new square_brackets for later use in a workflow. This article discusses the LookUp action in more detail.
Table of Contents
- Understanding the Lookup Action
- Setting Up the Lookup Action
- How a Lookup Action Appears in the User Application
- Related Articles
Understanding the Lookup Action
Using a LookUp action, you can look up a record from a table and save that information, regardless of whether you find the record or not, in a square bracket for later use.
With a LookUp action, you need to set up the conditions, through IF and ELSE statements, for filtering a table down to a single row. If the conditions meet more than one row, only the data from the first row that meets the conditions will be saved for later use. The output of the applicable Condition statement can also be saved to a square bracket if needed.
The LookUp action works with both data tables and temporary tables, the two types of tables used for storing data in Autto (for more information, see Understanding Data Tables).
NOTE: For more information on setting up Conditions, see Using the Condition Editor.
Setting Up the Lookup Action
A LookUp action is used anytime you want to look up information from an existing table and set this information aside into new Square Brackets for later use in a workflow.
To set up a Lookup Action:
- Drag a LookUp action to the canvas of the Workflow Editor, and connect it to the prior action in the workflow.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, select the square bracket name of the data table to be used in the lookup query from the list, then click Update.
NOTE: You will know the types of tables you can work with based on their names - data tables are marked with an exclamation point, !, at the beginning while temporary tables are shown without this mark.
- Under the Lookup Query section, set the IF and ELSE statements that will serve as the conditions for filtering data to a single row, allowing the record found in the lookup to be saved for later use. Click the Add button to add more IF statements if necessary.
NOTE: Row conditions can be set using the same procedure detailed in Condition Action.
- Under the Outputs section, choose the columns within the row and give them square_bracket names so they are available later in the workflow. You may skip this step if you do not need to create square brackets for a particular field. In the screenshot below, three of the column names in the Lookup table are given their own bracket names, making the data found in these columns to be saved for use later on in the workflow.
- Click the x button on the top-left to save your changes and close the Action Editor.
NOTE: The LookUp Action is one of several Actions in Autto that have a Run for Table option, which allows you to use it against every record in an existing table and enter the results into a new table. Using square brackets, you can then use the new table later on in the workflow. For more information, see Getting Started with Run for Table.
How a Lookup Action Appears in the User Application
The LookUp action does not appear in the User Application. Rather, it does its work behind the scenes, like the other table-related actions in Autto. The square brackets to which data found by a LookUp action are saved to can be used in other actions later on in the workflow. If your LookUp action is consistently not finding anything in your data tables,