Function Name:
Lookup Syncari Record
Purpose:
The Lookup Syncari Record function should be used when you need to access a value from another record that has been synced to Syncari. Let's say when a new lead is created you want to see if there is an account it might match. You want to do this match on the domain. The first step would be to create an attribute on the Lead to hold this value and then the rest would be done in Syncari.
Configuration:
1. Display label: Enter a label for the node. This will be helpful with identifying the node when viewing your pipeline.
2. Description: This will explain what the function is configured to do.
3. Syncari Entity: A required attribute where you'll specify the entity (outside the current entity pipeline) against which you want to look for a match against the current record being synced
4. Filter Conditions: A required attribute where you'll specify which attribute on the synced record should have a matching value with the specified attribute in the lookup entity
5. Do not match on blank values: An optional flag that will ignore a match between the synced record and the reference entity, if the synced record has a blank value in the lookup attribute
6. Sort Records: An optional filter that allows you to specify attributes on which to order records returned from the lookup, as well as sort direction
7. Count Records: An optional flag that will include a count of records returned
8. Find all records: If selected, finds all records matching the conditions (up to a maximum of 1000). This is an expensive operation. Use it only when required. The records are available in the context as {{allPreviousLookupRecords}}.
9. Page through all records: If selected, exposes a record iterator in context via {{Result From <node name>.records}}. Use hasNext to check for more records and next to advance. Pair with a Loop Condition loop to iterate through all matching records one at a time.
10. Max Records: Maximum number of records to return when paging through all records. Leave empty or set to 0 for no limit. Must be a non-negative whole number.
Lookup Syncari Records in Entity Pipelines
The Lookup Syncari Record function, when used in entity pipelines, is an effective way to create more complex lookup functions with multiple lookup conditions based on multiple attributes. When used in an entity pipeline this function can also be used to prevent records from being created in Syncari at all, unless a match in another entity is found.
In the example below, you can see how this type of filtering is possible within an entity pipeline.
Lookup Syncari Records in Attribute Pipelines
The Lookup Syncari Record function, when used in attribute pipelines, can be used to modify individual attribute values on synced records. The output from the lookup function can be stored in temporary variables, written directly into Syncari record attributes, or to destination synapse attributes.
In the example below you can see how attribute values can be easily replaced and stored within attribute pipelines.