Auto filling lookup values from selecting a Zip Code
Hello to everyone in the bpm'online community,
We have not been able to solve a specific challenge. We have different lookups for Zip Codes, City, Region, State, etc. and we need to find the best way to select a Zip Code and have the rest of the corresponding data autofill correctly.
I have the following two questions:
1) What would be the ideal way of importing lookup data so that the city, region, etc. are tied to their specific Zip Code without causing errors in bpm?
2) Is this a task that requires C# programming? i ask as we have been struggling to find a qualified programmer to help us with the processes so if this is the case, we would really appreciate a clear explanation on how to do this so that we can become experts ourselves.
I don't know if this is asking too much, but we would really appreciate any help or idea you can provide.
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Dear Ricardo,
It depends on the way you want to tie ZIP Code to cities. In case you have another lookup Zip Codes were you have zip code+ city you can import Zip Codes into this object with cities column being filled in. Lookup field's value will be selected during import in case city name is found in Cities lookup, or will create new one.
In case you have Zip codes only in your lookup and you have added the lookup column "Zip Code" to Cities lookup and you want values to be selected you can update records (cities) with Zip Codes. Data import functionality can be used for importing along with creating new records.
Lets say you have 5 zip codes in your lookup and 5 cities in Cities lookup. You can simply export all cities with empty field "Zip code" into excel, fill in the value of the column by real Zip code and import into Cities object selecting City as a field for de-duplication. In this case system will update existing records instead of creating new ones. Basically the column Zip Code will be filled in by Zip codes from your lookup.
Note that names/codes should be identical to the ones used in lookup, any different letter/number will force the system to create new record and duplicates can be created.
You can check this article, this question in particular:
How do I update a single column without modifying other columns during import?
Oliver
Oliver,
Thank you so much for answering! we will try to apply the information you provided and report on the results.
Ricardo
Dear Halludeen,
Hope you are doing well today.
Here is the new link:
https://academy.bpmonline.com/documents/base/7-13/universal-import-exce…
Best regards,
Dean