Create cross reference tables for dynamic lookup and value replacement

Autom Mate Platform
1

Is it possible to have a lookup table embedded in Autom Mate? For example, for cross-reference purpose, i.e. if the payload has value A, we need to pass along value X to downstream system. Details steps will be helpful.

1 Like
2

Yes, this is possible in Autom Mate, and there are a few different ways to manage lookup tables depending on where you want to keep the data.

The two most common approaches are:

1. Create and manage the lookup table inside the Hyper Flow

You can use the Assign action in the Data Table App to create a manageable lookup table directly inside your Hyper Flow.

Then, by using the Filter Rows action, you can search the table and retrieve the value you need.

In most integration scenarios, this type of lookup is commonly used inside a Repeat action. For example, on each iteration, you may have a source value in hand, search that value in the lookup table, and then retrieve the corresponding mapped value to send to the downstream system.

I created a simple demo Hyper Flow for this approach. I will attach both the screenshot and the exported Hyper Flow JSON. You can import the JSON into your own Hyper Flow if you want to review or reuse the example.

Data Table Hyper Flow
Data Table Hyper Flow676×856 43.5 KB

Video:

2. Read the lookup table from an external source such as CSV or Excel

Another option is to keep the lookup table outside the Hyper Flow and read it from a source file. For this approach, the CSV App or Excel App is commonly used.

For example, you can upload a CSV file to MateDrive, read it using the Read action in the CSV App, and assign the result to a variable. After that, the logic works very similarly to the first example.

If you need to update the lookup table later, you can simply replace the file in MateDrive with the updated version.

For Excel, the flow is also similar. You can use the Read action under the Excel App to load the data into a Data Table variable. The main difference is that, instead of using Filter Rows, you can use the Filter action available in the Excel App.

In the Excel example, I also added another Repeat action to show how you can handle cases where the filter result returns multiple rows. Once you find the required value, you can use it in the relevant fields of your integration.

image
image621×900 50.8 KB

Attachments

  1. Hyper Flow JSON — Data Table example

    Data table Hyper Flow.json (10.6 KB)

  2. Hyper Flow JSON — Excel example

    Excel Hyper Flow.json (13.2 KB)

  3. Hyper Flow Excel source file — should be uploaded separately to MateDrive

    demo.xlsx

I hope these examples help clarify the possible approaches. Depending on whether you want to manage the lookup data inside the flow or externally through a file, you can choose the option that fits your use case best.