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Overview

Conditional Lookup is a cross-table data query feature that allows you to dynamically fetch qualifying data records from other tables based on configured filter conditions, without the need to pre-establish relationships between tables.
  • Flexible Filtering: Support for complex condition combinations to precisely target relevant data
  • Dynamic Matching: Reference current table field values as filter conditions for intelligent queries
  • Result Control: Support for sorting and quantity limits to focus on key information

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Procedure

Step 1: Create Conditional Lookup Field
  1. Click the + icon on the right side of the field name
  2. Select “Conditional Lookup” field type
  3. Enter field title (e.g., “Related Orders”)
Step 2: Select Target Table
  1. Choose the data table to query from the “Target Table Selection” dropdown menu
  2. The system will display the field list of that table for subsequent configuration
Step 3: Configure Lookup Field
  1. Select the data field to extract from the “Lookup Field”
  2. Determine the return data type (text, number, date, etc.)
Step 4: Set Filter Conditions
  1. Click “Add Filter Condition”
  2. Select the field to filter
  3. Select condition type (equals, not equals, contains, greater than, less than, contains, not contains, etc.)
  4. Set comparison value:
    • Static value: Directly input specific numerical value
    • Field reference: Select current table field as dynamic value
Step 5: Configure Sorting and Limits (Optional)
  1. Set sorting field and sorting method (ascending/descending)
  2. Set display record quantity limit
Note: At least one filter condition must be configured. For multiple conditions, you can choose “All conditions met (AND)” or “Any condition met (OR)” logic.

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Use Cases

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Use Case 1: Sales Data Period-over-Period Analysis

Data Tables:
  • Period Sales Summary Table (contains period, start date, end date, sales amount fields)
  • Sales Detail Table (contains sales amount, sales date fields)
Scenario: Calculate period-over-period growth rates for each period in the period sales summary table. Obtain current and previous period sales amounts through conditional rollups, then use formulas to calculate period-over-period values for automated comparative analysis. Procedure: Create Conditional Rollup Field for Current Period Sales
  1. Create new conditional rollup field in period sales summary table, title “Current Period Sales”
  2. Target table: Sales Detail Table
  3. Rollup field: Sales Amount
  4. Filter conditions:
    • Field: Sales Date → Condition: Less than or equal → Value: End Date field of current table
    • Field: Sales Date → Condition: Greater than or equal → Value: Start Date field of current table
  5. Aggregate function: Sum
Create Conditional Lookup Field for Previous Period Sales
  1. Create new conditional lookup field, title “Previous Period Sales”
  2. Target table: Period Sales Summary Table (this table)
  3. Field: Current Period Sales
  4. Filter conditions:
    • Field: End Date → Condition: Equals → Value: Previous Period End Date field of current table
  5. Aggregate function: Sum
Create Formula Field for Period-over-Period Calculation
  1. Create new formula field, title “Period-over-Period Growth Rate”
  2. Formula: (Current Period Sales - Previous Period Sales) / Previous Period Sales * 100
  3. Format: Percentage, 2 decimal places

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Use Case 2: Sales Data Product Analysis

Data Tables:
  • Product Table (contains category ID, product name, sales volume fields)
  • Category Table (contains category ID, category name fields)
Scenario: Find the top-selling products in each category within the category table to quickly understand star products across different categories. Procedure: Top Selling Product
  1. Create new conditional lookup field in category table, title “Top Selling Product”
  2. Target table: Product Table
  3. Lookup field: Product Name
  4. Filter conditions:
    • Field: Category ID → Condition: Equals → Value: Category ID field of current table
  5. Sorting: Sales Volume field → Descending
  6. Limit display: 1 record
Sales Volume
  1. Create another conditional lookup field, title “Sales Volume”
  2. Target table: Product Table
  3. Lookup field: Sales Volume
  4. Filter conditions:
    • Field: Category ID → Condition: Equals → Value: Category ID field of current table
  5. Sorting: Sales Volume field → Descending
  6. Limit display: 1 record

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FAQ

Filter field availability depends on the following limitations:
  • Field Type Limitations: Certain complex field types (such as images, attachments) do not support filter conditions
Key differences:
  • Association Method: Regular Lookup requires pre-established relationship fields, while Conditional Lookup can dynamically configure filter conditions