Functions Overview - Base Management

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

Trigger Upsert - Perform an Update/Create/Upsert any time a record triggers

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Lookup Values

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

Source Connection

Choose your Source Connection

Source Configuration

Choose your Source Configuration

Source Trigger Mode

Choose Source Trigger Mode - See an overview of how to use Triger Mode

Lookup Connection

Select an Airtable connection

You can also add new connections in the integration settings, if you haven't added one.

Lookup Configuration

Select Your Base - Choose your desired base

Select Your Table - Choose your table

Select Your View - Choose your view (Optional) - Default is all views

Select a Sort Field. Choose Ascending or Descending. Reorder fields if needed.

Function Configuration

Source Match Field

Select Source Field to Match with Lookup

Lookup Match Field

Select Lookup Field To Match with Source

Match Mode

Choose 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 Field ENDS with the Source Value)

Case Sensitive - If ON (green), this will perform a case sensistive comparison

Allow Multiple Matches - If ON (green), this will alolow 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 (green), this will always update from the matching Lookup record(s). If OFF, then will leave the source fields as is for any fields with existing data.

Configure Field Mapping (Source <=> Lookup)

Select the Source Field that will be updated from the Lookup Field

Add new field mapping options as needed

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Trigger Upsert

Perform an Update/Create/Upsert any time a record triggers

Source Connection

Choose your Source Connection

Source Configuration

Choose your Source Configuration

Source Trigger Mode

Choose Source Trigger Mode

Destination Connection

Select an Airtable connection

You can also add new connections in the integration settings, if you haven't added one.

Destination Configuration

Select Your Base - Choose your desired base

Select Your Table - Choose your table

Function Configuration

Select Action Mode Upon Trigger

Options:
Upsert (Update if match/Create if no match)
Update Only (Ignore if no match)
Create New (Ignore if match found)
Create (always)

Click Save Action Function Details
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