LOOKUP TABLE

Loads a custom data row from a table defined by an Excel spreadsheet, then stores the values in a dynamic data object. You can select the Excel spreadsheet from which the data row will be pulled by double-clicking the action and following the wizard, or right-clicking the action, clicking Select New Workbook, and following the wizard. If a change was made to the referenced spreadsheet, you can refresh the data row by opening the Properties dialog (right-click the action) and clicking Refresh Workbook; you must use the refresh functionality in the action, as any changes to the spreadsheet will not auto-update.

Supported Script Types


Generic	Email	Chat	Phone	Voicemail	Work Item	SMS	Digital

Input Properties

These properties define data that the action uses when executing.

Property	Description
Add Caption	Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon.
Value	The value matched to the key column used in deciding which data row to retrieve.
Variable	The name of a variable which will receive the contents of the custom data lookup. The variable will be a dynamic object.
File Name	Retains the name of the local filename from which the table was loaded. Used by the Refresh option when re-loading the workbook.
Worksheet Name	Retains the name of the worksheet from which the table was loaded. Used by the Refresh option when re-loading the workbook.
Key Column	Retains the name of the key column from which the table was loaded. Used by the Refresh option when re-loading the workbook.

Result Branch Conditions

Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.

Condition	Description
Default	Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the action's other branches are not defined.
NoMatch	Path taken when the action cannot identify the custom data row from the defined table.