Knowledge Base
Using a List Option Lookup
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- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Using a List Option Lookup
- On the Integration tab click on Additional Columns tab.
- Click on the Add Additional Column button.
- The Additional Column window will open.
- Name – Enter a name for the column.
- Tab off the Name field to enable the Type field.
- Type – Select List Option Lookup from the Type dropdown list.
- Entity – Select the entity that contains the required list option.
- Picklist – Select the required list of options.
- Column Name – Select the source column that contains the data to be looked up within the CRM Server.
- If No Data – Select the required option if not data is found when filtering lookup values with the supplied value.
- Continue – SmartConnect will continue the integration even if no data is found.
- Return default value – SmartConnect will return a default value for the option set if the supplied value does not match a value in the option list.
- Return failure for current integration line – SmartConnect will return a failure of the current integration line if no data was found.
- Stop processing integrations – SmartConnect will stop processing if the supplied value does not match a value in the option list.
- Default Value – If “Return default value” has been selected, enter the default value to be returned.
- Save the column settings.
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