How to add/create a Matrix Lookup

Luis Prudoth
Luis Prudoth
  • Updated

Published Date: July 14, 2026
Validated: Yes
Audience: Everyone
Products and Versions Covered: 

Summary

A Matrix Lookup allows you to automatically populate a field based on the combination of values from two or more input fields. 

In this article, you will learn how to create pick lists, necessary fields, and the matrix lookup step-by-step.

Resolution

1. Go to the Admin tab > Organization tab > Picklist and create three pick lists: three as Matrix Lookup types and their values.
 

 

2. In the same Admin tab section, go to Item Types and create two picklist fields in the item type. For this example will be Picklist 1 and 2.

 

3. In the same Admin tab, go to Lookup matrices and click Add lookup matrix. Fill out all requested information regarding the Matrix lookup name and the picklists. Once filled up, click the Generate button to start setting up the calculation results that you want, and finally Save it.

 

4. Go back to Item Types and add the third field in the item type. For this example will be Picklist 3.


4. Go to the Project section, create your item, and set up the fields for a calculation test.

Considerations

  • Matrix Lookups can use calculated fields as inputs. However, once a calculated field is used as an input to another calculated field, it cannot be used as an input to additional calculated fields. 

  • As a result, workflows that chain three or more Matrix Lookups (also known as daisy-chaining) are not supported natively.

  • If your workflow requires multiple dependent Matrix Lookups, you can achieve this using the Jama Connect Interchange™ (JCI) Excel Functions.

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