Using Data Lookup

Data Lookup is a way to populate information based on rules. It works by storing a matrix of several combinations in a data lookup table that you build. When a record or field is inserted or updated, the platform searches this table for matches. If one is found, data is set.

For example, a data lookup table could contain rules about the type of Maintenance request that has come in. If it is about a room that needs refreshing, then it could be assigned to housekeeping. If the air conditioning is broken, it will go to Cornell Hotel Services.

Data lookup works on entire field values and only on a single table. Inheritance is not supported, so rules on the Task table don't apply to Maintenance. However, a clever trick is performing ...

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