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Configuring lookups for tables

Note

This option pertains to the Hyperproof TPRM product line.

Lookups allow you to copy data from one source to another efficiently. The data is copied from the source to the target table when a new row is created in the table. There are two types of lookups:

  • Catalog lookups - Copy data from a catalog to a table by mapping a table entity column to a source field.

  • Table lookups - Copy data between tables by selecting a source table and column and mapping them to a target table and column.

Note

When copying data, keep in mind that the source and target columns must be the same data type.

Configuring a catalog lookup for a table

  1. Access the table where you want to configure a catalog lookup. See Accessing tables.

  2. Click the Configure button (Gear icon) next to the column.

    The Configure window displays.

  3. Select the Auto-populate tab.

  4. Click + Add Auto-Populate Rule field.

  5. Select Catalog Lookup.

  6. Click the dropdown arrow In Select an entity column from this table and choose a column from the current table.

  7. Click the dropdown arrow in Select field to copy from catalog and choose a field in the catalog as the source of the data to be copied.

  8. If you want to map additional fields, click + Add catalog mapping.

  9. Click Save rule.

Configuring a table lookup for a table

  1. Access the table where you want to configure a table lookup. See Accessing tables.

  2. Click the Configure button (Gear icon) next to the column.

    The Configure window displays.

  3. Click the Auto Populate tab.

  4. Click + Add Auto-Populate Rule and select Table Lookup.

    The Auto-Populate Rules window displays.

  5. In the Choose the table to fetch data field, select the source table.

  6. In the Pick a column to fetch data field, select the column in the source table containing the data you want to copy.

  7. In the Select column from <source table name> field, select the column from the source table where the value of the data must match the data in a target column. If the values don't match, the data isn't copied from the source to the target table for that row of data.

  8. In the Select column from current table field, select the target column where the value of the data must match the value in the source table. If the values don't match, the data isn't copied to the target table for that row of data.

  9. Click Save Rule.

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