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Filter Lookup Tables Action

This page provides information on how to use the Filter Lookup Tables action.

The Filter Lookup Tables action step allows you to filter the contents of a lookup table based on specific criteria. By using this action step, you can create a subset of the original table that only includes rows that meet certain conditions. This can be useful for a variety of purposes, such as identifying specific records within a larger dataset or simplifying the data that is displayed to the user.

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Configure Filter Lookup tables

EXAMPLE: Displaying a specific database.

On the case form, the Customer field displays both Accounts and Contacts. However, we want to display only the Accounts database.

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To do so, follow these steps:

  1. Click Configure step.

Result: The configuration window will open.

The configuration window.

The configuration window.

  1. Select the Customer lookup from the drop-down menu.
  2. Type the name of the table type you want to display, in this case it is "Accounts".

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  1. Save and publish/update your flow.
  2. Go to your case form. The selected table will be the only one displayed.

Only the “Accounts” database is displayed.

Only the “Accounts” database is displayed.

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