Knowledge Base
Using a List Option Lookup
Browse Common Categories
Getting Started with SmartConnect.com
Installing and Configuring SmartConnect 21
Creating an Integration Process
- 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
Importing and Exporting Integrations
Maintaining Setup Options
Navigating the Dashboard
Setting Up Additional Functionality
Working with Dynamics 365 Business Central
Working with Dynamics 365 Sales
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity 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
Working with Dynamics CRM
- 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 an Activity Party
- Using an Entity Lookup
Working with Dynamics NAV
Working with File Options
Working with Generic Connections
Working with Salesforce
Working with SQL Server
Working with the REST Connector
Using a List Option Lookup
- On the Integration tab click on Additional Columns tab.
-
Click on 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 Dynamics 365 Sales.
-
If No Data – select the required option if not data is found when filtering lookup values with the supplied value.
- Return error if no match – SmartConnect will stop processing if the supplied value does not match a value in the option list.
- Return blank if no match – SmartConnect will return blank for the option set if the supplied value does not match a value in the option list.
- Return default if no match – SmartConnect will return a default value for the option set if the supplied value does not match a value in the option list.
- Default Value – if ‘return default if no match’ has been selected, enter the default value to be returned.
- Save the column settings.
Support