Assigning Lookups to Export Definitions

A lookup table can be assigned for exporting from Transaction Manager. In order to assign values using lookups, they must be populated in Transaction Manager. Multiple lookups can be created for each export map. Refer to the Lookups topic page for more information.

To assign a lookup table to a project field definition:

1. Under Maps > Partner Maps, select an export map from the grid (Product Activity Data as destination for example). 

2. Click  Edit on the grid control bar to launch the Mapping page for the partner map you want to edit.

3. Use the Row/Column Selection dropdown above the the Mapping grid to locate a definition record, and then click on the Transaction Manager text box (second column) to make it editable.

4. Clear the text box using your keyboard's Delete or Backspace keys (do not use   Delete, which deletes the entire row from the grid).

5. When the text box is blank, select the Tools tab to the left of the Mapping grid.

6. Click the  control to expand the Lookups section. See Mapping Tools for further documentation.

7. Select the desired lookup table and then drag and drop (or click  ) from the left pane into the blank text box.
   
   

   NOTE Default lookup tables can be defined via the Mapping Manager Lookups page for instances where you want the same value to be assigned all the time. When you complete the Lookup Detail panel, ensure that the Default checkbox has been selected and that only the Export Column is used in the lookup.

    

8. Click  Save on the grid control bar to commit your changes.

9. Click  Deploy on the Mapping Manager Action Bar to deploy to Transaction Manager.

 

IMPORTANT If you receive the message that mapping values are in use by another user, please consult that user before proceeding with deployment. See Multi-User Access for more information.

Related Topics

• Export Mapping

• Map Editing

• Partner Maps