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Using a List Option Lookup

  1. On the Integration tab click on Additional Columns tab.
  2. Click on Add Additional Column button.

  3. The Additional Column window will open.
  4. Name – enter a name for the column.
  5. Tab off the Name field to enable the Type field.
  6. Type – select List Option Lookup from the Type dropdown list.

  7. Entity – select the entity that contains the required list option.
  8. Picklist – select the required list of options.
  9. Column Name – select the source column that contains the data to be looked up within Dynamics 365 Sales.
  10. If No Data – select the required option if not data is found when filtering lookup values with the supplied value.
    1. Return error if no match – SmartConnect will stop processing if the supplied value does not match a value in the option list.
    2. Return blank if no match – SmartConnect will return blank for the option set if the supplied value does not match a value in the option list.
    3. Return default if no match – SmartConnect will return a default value for the option set if the supplied value does not match a value in the option list.
  11. Default Value – if ‘return default if no match’ has been selected, enter the default value to be returned.
  12. Save the column settings.

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