It explains:
How to start and name a new lookup.
How to select source and target tables and map matching fields.
How to apply filters or add additional links for complex relationships.
How to return multiple fields or format output for clarity.
Best practices for maintaining accurate and efficient data relationships across tables.
Key Steps
Step 1: Initiate a New Lookup 0:00
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Access the eyko platform.
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Navigate to the section for creating lookups.
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Click on 'Create New Lookup'.
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Name the lookup (e.g., 'context').
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Set the type to 'lookup'.
Step 2: Select Source Table and Field 0:18
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Choose the source table (e.g., 'sales orders').
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Identify the field to match (e.g., 'contact ID').
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Note that you will be looking up the 'contacts name'.
Step 3: Map the Lookup Field 0:39
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Select the target table (e.g., 'contacts').
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Map the 'contact ID' from the sales orders table to the corresponding field in the contacts table.
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Specify that you want to return the 'full name' of the contact.
Step 4: Apply Filters (if necessary) 1:06
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Determine if any filters are needed for the lookup.
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If applicable, specify filters (e.g., by 'contact types').
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Implement rules for filtering the results.
Step 5: Add Additional Links (if needed) 1:24
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If the relationship between tables is complex, consider adding additional links.
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Ensure that these links accurately reflect the relationships needed for the lookup.
Step 6: Return Multiple Fields (optional) 1:39
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If you want to return more than just the full name, select additional fields from the list.
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This allows for multiple lookups to be performed simultaneously.
Step 7: Format Output (optional) 1:55
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If desired, enable the option to display both the ID and name together.
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This will format the output as 'contact ID - full name'.
Cautionary Notes
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Ensure that the contact ID is correctly matched to avoid data discrepancies.
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Double-check filter rules to ensure they are applied correctly and do not exclude necessary data.
Tips for Efficiency
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Use the option to return multiple fields to save time on creating separate lookups.
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Regularly review and update lookup configurations to maintain data accuracy.