Lookup

This will allow you to lookup a document by matching criteria.

Title

User defined stage name

Lookup From

This is a drop down containing all the collection names that are found in the Organizations you have access to. Select the one that contains the data you are looking to add to your current document.

From Field

select the field you would like to match on. This will be the field found in the lookup document. Again, the field finder function will help you here (as described in 2.3.2.2.1 where the system will show you the fields available)

Local Field

select the field in your current document that you would like to match with the “From Field” above.

Matches toggle

This defaults on First Match – this will only bring back the first document that matches the lookup criteria, i.e., a single document. If you toggle over to All Matches, if there are more than one documents which match, they will come through as an array of documents.

Create default values for non-matching

If not ticked an no document is found in the lookup, the lookup field will remain and empty array. If you have this ticked, the designed will bring up a friendly view of a null document found in the “lookup from” collection. Here you can edit this to your liking and this document will be used if the lookup is not successful. If you move your cursor to the left of each line, you will see the cursor change to a hand. If you click here it will bring up a menu where you can add/remove lines, change field type etc. we would recommend that you remove the _header field.