Installing cross-reference lookups

Introduction

Before a standard Patchworks cross-reference lookup can be applied in field mapping transformations, it must be installed. Follow the steps below to complete this task.

The steps

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Step 1 Log into the Patchworks dashboard, then select process flows ~ cross reference lookups from the left-hand navigation bar.

Step 2 Move down to the marketplace section and find the cross reference lookup that you want to install - you can use the search field or step through pages to find your required item. For example:

Step 3 Click the install button associated with the cross-reference lookup that you want to use. The item is installed and added to your installed section at the top of the page. This cross-reference lookup is now ready for use.