Adding a cross-reference lookup
Introduction
If you have your own set of data values that you want to cross-reference, you can add your own cross-reference lookup. Once added, you can use it in field mapping transformations.
If required, cross-reference lookups can also be updated via the Patchworks API. For more information please see our Cross-reference lookup API section.
The steps
Step 1 Log into the Patchworks dashboard, then select process flows ~ cross-reference lookups from the left-hand navigation bar.
Step 2 Click the create cross-reference lookup button:
![](https://doc.wearepatchworks.com/~gitbook/image?url=https%3A%2F%2F2440044887-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FLYNcUBVQwSkOMG6KjZfz%252Fuploads%252FtAGMY7u9iAwRNK0gV51k%252Fcross%2520ref%2520lookup%25203.png%3Falt%3Dmedia%26token%3Dd7dbea16-6b93-445d-b58f-bc8f51756ea1&width=768&dpr=4&quality=100&sign=37776a59&sv=1)
Step 3 Enter basic details for this lookup:
![](https://doc.wearepatchworks.com/~gitbook/image?url=https%3A%2F%2F2440044887-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FLYNcUBVQwSkOMG6KjZfz%252Fuploads%252F2Dmrm9Q1gI9nWvR73PCc%252Fcross%2520ref%2520lookup%25204.png%3Falt%3Dmedia%26token%3Ddcde9431-0e34-40b2-af59-8eb9f5243af4&width=768&dpr=4&quality=100&sign=f51e225f&sv=1)
Field | Summary |
---|---|
Name | Enter a name by which this lookup will be identified throughout Patchworks. Special characters are allowed. |
Description | Provide a bit more detail to help users understand what this lookup includes. Special characters are allowed. |
Default | Set a fallback value to be used when this lookup is used for field transformations and the associated field has a value that can't be found in the set of values for this lookup. |
Step 4 Click the create button to confirm these details. The new lookup is created and you're ready to add your required values.
Step 5 Click the create value button:
![](https://doc.wearepatchworks.com/~gitbook/image?url=https%3A%2F%2F2440044887-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FLYNcUBVQwSkOMG6KjZfz%252Fuploads%252FxN3NyV3rpDp5j1G34ojb%252Fcross%2520ref%2520lookup%25205.png%3Falt%3Dmedia%26token%3D102f4f97-3780-46ea-b65b-9685d8b88d3c&width=768&dpr=4&quality=100&sign=7c8b5002&sv=1)
Step 6 Enter details for your first value:
![](https://doc.wearepatchworks.com/~gitbook/image?url=https%3A%2F%2F2440044887-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FLYNcUBVQwSkOMG6KjZfz%252Fuploads%252FwEjuwuXfONQSwSR8Aqlw%252Fcross%2520ref%2520lookups%2520-%2520add%2520value%25201.png%3Falt%3Dmedia%26token%3D0cb1f78f-47a2-4472-8129-3572811eb6f3&width=768&dpr=4&quality=100&sign=56a29b51&sv=1)
Field | Summary |
---|---|
Left | Enter the 'left side' of the value mapping - i.e. the value to be converted. |
Right | Enter the 'right side' of the value mapping - i.e. the converted value. |
You can include special characters when defining lookup values.
Step 7 Click the create button to save this entry.
Step 8 Add more values as needed.
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