What Is Lookup?
Lookup is a feature that enables you to retrieve (copy) data by referencing data registered in other apps.
For example, it is time-consuming to enter the same customer information many times. To avoid this, Lookup gives users the ability to copy the customer information that is maintained in another app.
This section uses an Order Management app as an example to demonstrate how Lookup can help users.
Before Lookup Is Implemented
App used as an example for explanation:
Order Management
Without Lookup, users need to enter all information such as product names and unit prices manually. As orders increase, the following issues might occur:
- It takes considerable time to enter product information.
- Product names and other inputs are inconsistent across users.
After Lookup Is Implemented
App used as an example for explanation:
Order Management
With Lookup, users can copy product information from a Product Management app.
- Users can enter information more speedily.
- Data entry mistakes decrease and names and other values are more consistent.
- Unit prices and other related information can be copied at once.
For details on how to set up and use Lookup, see the following pages:
- How to set up: Configuring Lookup
- How to use: Using Lookup
Related Features
To enable data integration across apps, you can use not only Lookup but also App Action and Related Records. The features App Action, Lookup, and Related Records differ as follows:
- App Action copies an existing record to another app.
- Lookup helps users create records by referencing and copying information from another app.
- Related Records automatically display records that are related to the contents of the current record.
For details, see Integrating Data Across Apps.