Configuring the Lookup Filter

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,
  1. In the Lookup Mapping section, click Add Fields  and choose the Lookup field added in Zoho CRM.
  2. Click Configure Lookup Filter.
  3. In the pop-up, define your Search Criteria. For example, Account Name (Zoho CRM field) equals Account (Zoho Forms field).
  4. To add more than one criteria, click the   icon.

  5. After defining the criteria, you can select an action based on the results under Perform the action:
    1. 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. 
    2. If  more than one records  match: When multiple records in Zoho CRM match the Search Criteria, you can choose to:
      1. Not fill the lookup field with any record
      2. Fill the lookup field with the first matched record
      3. Log an error without adding any record to Zoho CRM
    3. If  none of the records  match: When none of the records in Zoho CRM  match the Search Criteria, you can choose to:
      1. Not fill the lookup field
      2. Log an error without adding any record to Zoho CRM
  1. Click Done.

    search criteria
  2. To make any changes to the configuration in the lookup filter, click View/Edit Lookup Configuration .

    Lookup field configuration
Note : You can map a maximum of 3 lookup fields.

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