Lookup in Cflow automatically populates the field values in a workflow based on the values entered in another field. Lookup saves time and eliminates the manual entry of data in a workflow. Lookups are primarily used for filling in employee details, product details, customer details, etc. Using Lookups, you can assign Approvers in a workflow based on specific criteria. Let’s look at the steps in creating a new Lookup.
- Go to the Lookups option in the menu on the left.
- Click on the Create Lookup button in the top right corner.
- Enter a new lookup name and initiate it by clicking on the Create button.
Now a new lookup has been created.