Configuring the Lookup Filter

While adding a new record, adding a related list to an existing record, and updating a record in Zoho Vertical, you can configure a Lookup filter to look for existing fields in Zoho Vertical 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 Vertical.

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 Vertical.
Click Configure Lookup Filter.
In the pop-up, define your Search Criteria. For example, Account Name (Zoho Vertical 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 Vertical matches the Search Criteria, the lookup field will be filled with that record.
If more than one records match: When multiple records in Zoho Vertical 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 Vertical

If none of the records match: When none of the records in Zoho Vertical match the Search Criteria, you can choose to:

Not fill the lookup field
Log an error without adding any record to Zoho Vertical

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.

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