Function - Lookup Values

Base Management

Lookup values from another table based on a field match and set in each triggered record. Similar to a VLOOKUP() call.

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Configuration

Click Create New Function

Click Add Configuration

Set up your Common Function Configurations - Source Connection, Source Configuration, and Trigger Mode

Set up your Lookup Values Function Configuration

Lookup Values Function Configuration

Lookup Connection - Choose the Airtable connection where you want to lookup values from

Lookup Configuration

Select your Base - The base where you want to lookup values from

Select your Table - The table where you want to lookup values from

Select your View - The table where you want to lookup values from

Sort Fields - Select a sort field. Choose Ascending or Descending. Reorder fields if needed.

Source Match Field - Select Source Field to Match with Lookup

Lookup Match Field - Select Lookup Field To Match with Source

Match Mode - How to perform a match between Source and Lookup
Options:
Exact Match - (Source and Lookup Fields are Equal)
Partial Match - (Lookup Field contains Source Value anywhere)
Starts With - (Lookup Field STARTS with the Source Value)
Ends With - (Lookup Fields ENDS with the Source Value)

Case Sensitive - if ON, this will perform a case sensitive comparison

Allow Multiple Matches - If ON, this will allow updates to a source field with all matching lookup records instead of just first match. Only applicable for fields that support multiple items (i.e. Linked Records, Multi-select)

Override Existing Values - If ON, this will always update from the matching Lookup record(s). If OFF, then it will leave the source fields as is for any fields with existing data.

Configure Field Mapping (Source <=> Lookup)

Select Fields - Select the Source field that will be updated from the Lookup field
Add as many field mappings as needed

Click Save Action Function Details



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Next, Test Your Function

Before using your Function, you must test it.

Then, Install Your Function via a Zapier zap, an Airtable Automation, a Script in the Scripting app, or directly via REST API.
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