In addition to Objects and their Fields, you can also add Lookup fields that reference other Objects. The Lookup Object can only be referenced if it has been included in the fields for that Object. Also, fields already added to your app will not be visible in the Lookup dialog.

To add Lookup Fields to your App

  1. From the Data Migration screen, click on Add Lookups.



  2. Navigate the Object/Field tree and select a check box to add one or more Lookup fields to your app. Click the check box next to an Object name to select all Lookup fields for that Object. Fields that have already been added to your app are not displayed.
  3. Click Add to add all selected Lookup fields to your app. 

  4. Click OK. The Lookup fields are added to all related Objects in the app. When Lookup fields are added:

    • Each affected Object displays the number of Lookup fields that will be migrated when the app is run.

    • Fields representing the Lookup fields are added to the Object under the "Fields" column.
    • You can click on the link under the "Lookups" column to view all Lookup fields added for a specific Object.
    • The Object sequence is automatically adjusted based on Lookup relationship between Objects (the sequence for dependent Objects are changed).
    • A filter (see below) is automatically created for the Object. Do not remove this filter or you will encounter errors during migration.

Specifying the Lookup Source for Multiple Data Sets

When your action flows require queries to multiple data sets for the same lookup object, you can choose which object to use as the lookup source for each lookup field added to a data migration object. 

To create more than one lookup source to the same object

  1. Add at least two lookup fields to your data migration object that look up to the same object.
  2. From the Data Migration Wizard screen, copy the lookup object so that there are two entries for the same object in the wizard.
  3. Change the Display Name of each lookup object to reflect the lookup source. For example, the display name of the lookup object for the Component Product could be "Base Product" and the display name of the lookup object for the Parent Product could be "Sub Bundle Product."
  4. Click on the Lookup Fields link for the object that contains the lookups. 
  5. Change the Lookup Source value to the object you want to act as the source input for each lookup field and click Apply.
    After you create or update the wizard, check the appropriate "Export" action flow step that corresponds to the data migration object action. Each Lookup Source you selected in the data migration lookup window is listed under "Action Input" for the step.
    When the migration is executed at runtime, actions from each lookup source will retrieve a combination of records based on the complete data set.

Next: Configure settings or complete app configuration.