Lookups provide structure, logic, and hierarchy to input data, acting as data mapping files that enhance your main database by connecting it with additional fields or categories from another data source. 

In Datarails, there are two types of lookup connections: Filebox Lookup and Table Lookup. Each has different requirements and capabilities. To understand the Table Lookup, start by reviewing the Lookups Overview article.

Create Table Lookup 

Table Lookup is a connection between tables. Before creating a new Table Lookup configuration, ensure both files are mapped to different tables. For example, the General Ledger should be mapped to the 'Financials' table, and the Chart of Accounts should be mapped to the 'COA' table. Explore the Data Mapper article for more information.

1. Go to the Tables section in the left side panel. 
2. Choose the Table you want to connect the Table Lookup to. 
3. Click on the three dots ellipsis icon and select 'Table lookups'.
4. In the 'Table lookups' window, click '+ Add New'.
5. In the 'Add lookup connection' window, insert the relevant details: Change the Source type to Table, select the Source Lookup table you want to connect to the chosen table, search in the search bar for the relevant fields, and drag and drop the Keys you want to use in the 'Field to be added to target table' section and the Fields you want to bring in the Fields section. 
6. Click 'Save'. saving the lookup configuration will trigger a Table rescan .
7. Add as many lookup configuration as needed by repeating this process. 

Edit existing Table Lookup

You can edit an existing Table Lookup configuration from the Tables section.

1. Go to the Tables section in the left side panel. 
2. Choose the Table you want to edit the lookup configuration for. 
3. Click on the three dots ellipsis icon and select 'Table lookup'.
4. In the 'Table lookups' window, insert the relevant details: Click '+ Add New' to add a new lookup configuration. For existing lookup configuration, you can click the trash icon to delete an existing lookup configuration or click the pencil icon to edit the lookup configuration details.
5. Clicking on the pencil icon, will open the 'Edit lookup connection' window where you can change the Source Lookup table, choose new Keys or bring in new fields. 
6. Click 'Save'. saving the lookup configuration will trigger a Table rescan. 

Updated July 07, 2024 12:22