Adding a Filter to the Lookup Multiple Rows Feature

Nate F. · 2025-04-17T01:30:28.93429+00:00

I think it would be great if you could do a filter in the lookup multiple rows feature. There has been many cases where i want to only see if there are specific rows that contain a specific value but when it gets to over 100 i cant do that accurately. For example in this case i want to lookup how many contacts have a certain value back to a account table.

We can help you with that using our Lookup Multiple Rows feature. This allows you to search for specific values in another table. Here's how you can use it: 1. Use the "Lookup Multiple Rows in Other Table" action. 2. Select your account table as the "Table to Search". 3. Choose the column containing the value you want to filter by as the "Target Column". 4. Set the "Filter Operator" and "Row Value" to match your criteria. 5. Optionally, set a "Limit" to control the number of returned rows. This will help you find contacts with a certain value linked to your account table. If you need to perform actions based on the count of matching contacts, you can use conditional formulas with this lookup. If you need further assistance, please request human support by clicking on "Talk to a person".

Source: Lookup Rows | Documentation | Clay University

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