Configuring the Lookup Filter
While adding a new record, adding a related list to an existing record, and updating a record in Zoho CRM, you can configure a Lookup filter to look for existing fields in Zoho CRM that match the response of a form field under Lookup Mapping.
Note: Lookup Mapping section is available only when you have added the Lookup Field in Zoho CRM.To lookup for a field that matches with a form field response,
- In the Lookup Mapping section, click Add Fields and choose the Lookup field added in Zoho CRM.
- Click Configure Lookup Filter.
- In the pop-up, define your Search Criteria. For example, Account Name (Zoho CRM field) equals Account (Zoho Forms field).
To add more than one criteria, click the
icon.
- After defining the criteria, you can select an action based on the results under Perform the action:
- If only one record matches: If only one record in Zoho CRM matches the Search Criteria, the lookup field will be filled with that record.
- If more than one records match: When multiple records in Zoho CRM match the Search Criteria, you can choose to:
- Not fill the lookup field with any record
- Fill the lookup field with the first matched record
- Log an error without adding any record to Zoho CRM
- If none of the records match: When none of the records in Zoho CRM match the Search Criteria, you can choose to:
- Not fill the lookup field
- Log an error without adding any record to Zoho CRM
- Click Done.
- To make any changes to the configuration in the lookup filter, click View/Edit Lookup Configuration .
Note : You can map a maximum of 3 lookup fields.Zoho CRM Training Programs
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