---
title: "Manage lookup fields in a crediting rule"
slug: "manage-lookup-fields-in-a-crediting-rule"
description: "When you add a lookup field in a crediting rule, it compares data from the selected extracted field to the matching field and pulls in the value from the selected column. "
tags: ["custom tables", "lookup fields", "crediting engine", "crediting rules"]
updated: 2025-09-19T21:27:22Z
published: 2025-09-19T21:27:22Z
canonical: "support.fullcast.com/manage-lookup-fields-in-a-crediting-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage lookup fields in a crediting rule

When you add a lookup field in a crediting rule, it compares data from the selected extracted field to the matching field and pulls in the value from the selected column.

## Before you begin

- [Create a crediting rule](/v1/docs/create-crediting-rules#create-a-crediting-rule).
- [Create](/v1/docs/custom-tables) and [activate](/v1/docs/manage-custom-tables) a custom table.

## Manage a lookup field

You must save any changes made to lookup fields.

1. Go to **Commissions > Crediting Rules**.
2. Find and select a crediting rule.
3. In the **Lookup Fields** section, complete the following as needed:

AddEditDelete

1. Click **Add**.

![Add button and fields highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(367).png?sv=2026-02-06&spr=https&st=2026-11-09T07%3A03%3A49Z&se=2026-11-09T08%3A03%3A49Z&sr=c&sp=r&sig=jOD3%2BBf%2FDWm314IPY%2BPK0kS0UgmYtSwIZAz30NUHtEI%3D)
2. Complete the following columns:

| Column | Description |
| --- | --- |
| **Field Name** | Type a name for the field that will be referenced in ledgers and transactions. |
| **Type** | Select the data type for the field. |
| **Entity Field** | Select the entity field which is based on the selected **Extracted Fields**. |
| **Custom Table** | Select a custom table you want to match data from. |
| **Matching Field** | Select the column from the custom table you want to match data from. |
| **Value Field** | Select the column in the custom table you want to pull data from. |
3. Add as many lookup fields a needed.

1. Find the lookup field you want to edit.
2. Click on the fields under each column and make changes.

![Editable fields highlighted in Lookup Fields section.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(368).png?sv=2026-02-06&spr=https&st=2026-11-09T07%3A03%3A49Z&se=2026-11-09T08%3A03%3A49Z&sr=c&sp=r&sig=jOD3%2BBf%2FDWm314IPY%2BPK0kS0UgmYtSwIZAz30NUHtEI%3D)

1. Find the lookup field you want to delete.
2. Click **Delete**.

![Delete option highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(369).png?sv=2026-02-06&spr=https&st=2026-11-09T07%3A03%3A49Z&se=2026-11-09T08%3A03%3A49Z&sr=c&sp=r&sig=jOD3%2BBf%2FDWm314IPY%2BPK0kS0UgmYtSwIZAz30NUHtEI%3D)

1. Click **Save**.

> [!NOTE]
> Note
> 
> If you exit before you save, all changes will be lost.

## Use lookup fields in a transaction table

1. In the crediting rule, go to the **Transactions** tab.
2. Click the **Column Chooser**.
3. Drag and drop the lookup field from the **Column Chooser** to the transactions table.

## Related

- [Custom tables](/custom-tables-1.md)
- [Create custom tables](/custom-tables.md)