What is a Lookup in Cflow?
- A Lookup in Cflow is used to automatically populate field values in a workflow based on values entered in another field. It helps save time and reduce manual data entry.
- Lookups are commonly used to autofill information such as employee details, product data or customer records.
- You can also use Lookups to assign approvers dynamically to a workflow based on specific criteria. This setup is known as an Approval Matrix.
To create a Lookup Master Table in Cflow, follow these steps:
Step 1: Open the Lookups Page
From the Dashboard, click on “Lookups” in the left navigation menu.
Step 2: Click “Create Lookup”
At the top-right corner, click the “Create Lookup” button. This opens the design screen where you can create a new lookup from scratch.
Step 3: Name Your Lookup and Add Fields
- Enter a name for your Lookup in the designated field.
- To begin adding data fields, click the “Add Field” button.
For each field:
- Click the pencil icon to edit the Field Name.
- Choose the appropriate Data Type (e.g., Text, Number, Date).
- Select the Field Type (e.g., Textbox, Dropdown, etc.)
You can add as many fields as required. Fields will appear in the layout section.
Step 4: Publish the Lookup
Once your design is complete, click “Publish” (top-right corner) to make the Lookup available for use in workflows.
