How can I create a lookup Master table

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.