The “Lookup Relations” feature allows you to search for records and efficiently establish or remove to-Many relationships.
Define Fields for Matching
- Field with Comma-Separated List of IDs: The field in the workflow module that contains the IDs to be searched (multiple values can be separated by commas).
- Relation: Defines the context in which the lookup search should be performed.
- ID Field: The unique identifier within the lookup module used to establish the relationship (the value that will be searched for in the relation module).
- Delete Removed Relations: If enabled, only the relations found in the base field will be maintained. Any existing relations not present in the base field will be deleted.
Example Use Case
Consider a scenario where addresses are linked to multiple contacts, and each contact can have multiple addresses.
- A Many-to-Many relationship is established between the “Address” and “Contact” modules.
- Both modules contain a unique “Business Partner ID” used for the lookup.
- The lookup configuration is as follows:
- Field with Comma-Separated List of IDs: Business Partner Code
- Relation: Contacts
- ID Field: Card Code (alternative name for Business Partner Code in the lookup module)
- Delete Removed Relations: Enabled
- The workflow processes each ID in the comma-separated field and establishes the Many-to-Many relationship for all contact records that have the Business Partner ID in the Contact module.