Lookup Table

Loads a custom data row from a table defined by an Excel spreadsheet, then stores the values in a dynamic data variable. 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.

This action is located on the Framework tab in Desktop Studio. This tab isn't visible by default. It must be enabled by your Account Representative.

Supported Script Types

The icon for a Generic script type - a rectangle with < and > symbols inside it.

The icon for the Email script type - a large @ symbol in a diamond.

The icon for the Chat script type - a chat bubble with an ellipsis inside (...), in a diamond shape.

The icon for the Phone script type - an old-style phone handset with curved lines indicating sound coming out of it.

The icon for the Voicemail script type - a symbol that looks like a cassette tape - two circles sitting on a horizontal line.

The icon for the Work Item script type-a piece of paper with one corner folded down and a bullet list on it.

The icon for the SMS script type - a smart phone with a chat bubble coming out of it.

The icon for the Digital script type - a computer monitor with a smartphone next to it.

Generic

 Email Chat Phone Voicemail Work Item SMS Digital

Input Properties

These properties define data that the action uses when executing.

Property

Description

Caption

Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon. The default is the action name.

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.