Skip to main content

Lookup Tables

While creating data mappings you may run into the need to store some variables in a table in a Key \ Value Pair.  This way you can call the variable by its Key to get the Value and pass it to the other system.  This is helpful when the 2 systems store data in different ways.  An example of this would be a table that stores United States abbreviations as the key and the full state name as the value.  This is helpful when the source stores the full state name and the target stores the abbreviation or visa versa.  So how do we set this up?

1) In the navigation bar click on "MORE".
2) Click on "Lookup Tables".
3) Click on the "+" sign on the right hand side.
4) In the pop-up input a Name.
5) On the ellipses button on the right under Description you will get a dropdown with "Create", "Append" and "Export".
     5.1) Create - Click this to create a new Key / Value Pair in the table.
     5.2) Append - If you have a CSV file already created this is how you import it.  I do want to point              out that is needs to be a CSV that is separated by "," and nothing else or import will fail.
     5.3) Export - Exports the table

Now that we have out table built, we need to consume it.  To do this we will use the functions found in the Lookup Functions.  Here are the specific ones:
  • LOOKUPTABLEVALUE1() - Looks in column 2 for the value we pass it and returns the value in column 1 in the same row.
  • LOOKUPTABLEVALUE1_DEFAULT() -Looks in column 2 for the value we pass it and returns the value in column 1 in the same row. If nothing is found in the table it returns the default value we pass it.
  • LOOKUPTABLEVALUE2() - Looks in column 1 for the value we pass it and returns the value in column 2 in the same row.
  • LOOKUPTABLEVALUE2_DEFAULT() - If nothing is found in the table it returns the default value we pass it. If nothing is found in the table it returns the default value we pass it.
SCRIBE provides some detailed documentation around lookup tables that I encourage you to check out.  Here is a link to the help documentation.  Make sure to check out the "See Also section at the bottom of the link to get more details on each of the functions we can use for the Lookup Tables."

Comments

Popular posts from this blog

Validating User Input In CRM Portals With JavaScript

When we are setting up CRM Portals to allow customers to update their information, open cases, fill out an applications, etc. We want to make sure that we are validating their input before it is committed to CRM.  This way we ensure that our data is clean and meaningful to us and the customer. CRM Portals already has a lot validation checks built into it. But, on occasion we need to add our own.  To do this we will use JavaScript to run the validation and also to output a message to the user to tell them there is an issue they need to fix. Before we can do any JavaScript, we need to check and see if we are using JavaScript on an Entity Form or Web Page.  This is because the JavaScript, while similar, will be different.  First, we will go over the JavaScript for Entity Forms.  Then, we will go over the JavaScript for Web Pages.  Finally, we will look at the notification JavaScript. Entity Form: if (window.jQuery) { (function ($) { if ...

Reusable Method To Get Record By Id

I have a handful of reusable code that I use when creating plugins or external process (i.e. Azure Functions) for working with DataVerse. The first one I am providing is Getting a Record By Id: 1: private static Entity GetFullRecord(string entityName, string primaryKey, Guid recordId, IOrganizationService service) 2: { 3: using (OrganizationServiceContext context = new OrganizationServiceContext(service)) 4: { 5: return (from e in context.CreateQuery(entityName) 6: where (Guid)e[primaryKey] == recordId 7: select e).Single(); 8: } 9: } entityName = The logical name of the entity primaryKey = The primary key field for the entity. If using late binding you can create this dynamically by doing: $"{target.LogicalName}id" recordId = Guid of the record to get service = Service to interact with DataVerse

Understanding Managed and Unmanaged Solutions in Dynamics 365

Dynamics 365, Microsoft's robust suite of business applications, boasts a myriad of features that can be customized to cater to the specific needs of any business. A vital concept to grasp when working with Dynamics 365 is the difference between managed and unmanaged solutions. This blog post aims to clarify these two types of solutions, providing a comprehensive analysis of the advantages and disadvantages of each. Unmanaged Solutions Unmanaged solutions act as a dynamic development environment, enabling direct alterations and additions to system components. They are often employed during the development and testing phase of a customization project but are equally effective when implemented in production instances, particularly for internal organizational operations. Pros of Unmanaged Solutions: Flexibility : Unmanaged solutions provide a high degree of adaptability, permitting developers to modify system components, introduce new elements, or discard those that are no longer nece...