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.
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:
Step 3 Enter basic details 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:
Step 6 Enter details for your first 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.
| Field | Summary |
|---|---|
| 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.
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.
