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Proma.ai Documentation

Connected Processes

Connection Types

  • Reference data from other boards
  • Dynamic or static data fetch
  • Primary column selection
  • Multiple display options

Look-up Configuration

  1. Select Source Board

    • Choose reference board
    • Select primary column
    • Configure display options

  2. Define Data Flow

    • Static: One-time copy
    • Dynamic: Live reference
    • Display format
    • Update behavior

Common Use Cases

Product Catalog

  • Cart column references
  • Price updates
  • Stock management
  • Order processing

Customer Management

  • Contact information
  • Order history
  • Support tickets
  • Communication logs

Best Practices

Data Structure

  • Clear primary keys
  • Consistent references
  • Optimized relationships
  • Regular maintenance

Performance

  • Minimize dynamic lookups
  • Batch updates
  • Efficient queries
  • Connection monitoring
Look-up Column Reference data from other boards
Cross-Board Automation Create multi-board workflows