HomeUsing LincDoc 3.0Database LookupsDatabase lookups

13.3. Database lookups

A LincDoc lookup is made of two parts, the SQL query to search for data in a database and a mapping of the retrieved database fields/columns with the LincDoc fields in your form. Use the following steps to configure a JDBC lookup.


Configuring a lookup action

  1. Add the lookup action to the appropriate field button.  See Configuring Actions for more information.
  2. Click on the lookup action's arrow submenu and select edit.   
  3. Configure the lookup attributes.
  4. Select an option for a single result.  A selection of Load will map the queried results to the form fields automatically. Prompt will display a message option to the user before loading the results.
  5. The option for multiple results controls the behavior of the lookup when the search criteria has generated more than one match. Prompt to Select One will display them in list format for the user to narrow further.  Load All will return all of the results.
  6. If desired, enter a message to return to the user when no match is found.
  7. You may configure a condition that must be met before the lookup is executed. Refer to Configuring conditions for more information.

Creating a lookup

  1. On the lookup action screen, select the lookup drop down list.
  2. On the drop down list menu window, select the new box.
  3. The New lookup window will be displayed.
  4. Enter the lookup ID: an arbitrary identifier string for this lookup.
  5. Select the lookup Type: of JDBC.  See the next page for information on JDBC Advanced lookups.
  6. Choose the add action at the top of the New lookup window to add the new lookup.
  7. The lookup definition window will then display. 
  8. The Description will be used to further identify the lookup in lookup selection lists.
  9. Select the Data source from a list of the server's configured data sources.  See Datasource configuration for more information.
  10. Select the Table/View that will contains the data.
  11. The Sort column sorts the match results in the selected Sort direction of either ascending or descending.
  12. The condition defines the table's selection criteria.  In this example, the table's row information will be returned if the entered contact_pn field exactly equals the cName column in the Contacts table.
  13. Click the refresh button to update the lookup fields column.
  14. Drag and drop the lookup fields on the left to match the LincDoc field on the right.
  15. Save the lookup definition by clicking on the save action. 

Editing a lookup

  1. On the lookup action screen, select the lookup drop down list.
  2. Each configured lookup will be listed.
  3. Select the edit icon  to edit the lookup's attributes.
  4. The lookup definition screen will be displayed (see above).

Deleting a lookup

  1. On the lookup action screen, select the lookup drop down list.
  2. Each configured lookup will be listed.
  3. Select the delete icon  to remove the lookup's definition.

Knowledge Tags
Lookups  / 

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