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Configuring a Lookup Action
19.3. Configuring a Lookup Action
You can configure lookup actions to use individual lookups to automatically extract data from your existing database connection and populate fields in your form.
- Add a lookup action to your form. For more information, see Actions.
- Click the action's arrow button, and select edit from the menu that appears.
The lookup dialog box appears.
- From the On single result drop-down list, select one of the following options to determine the behavior of the lookup when the search criteria generates a single match:
- Load. Maps the queried results to the form fields automatically.
- . Display a message option to the user before loading the results.
- From the On multiple results drop-down list, select one of the following options to determine the behavior of the lookup when the search criteria has generated more than one match:
- . Displays the matches in list format for the user to narrow further.
- . Loads all of the returned rows into the currently executing data entry form. This option is only applicable when the lookup is mapping data into a multi-value table inside the data entry form. In this context, the system will add in the required number of new rows into the data entry form. In doing so, all the rows of data retrieved from the database are used.
- (optional) In the Message if no results text box, specify text that will appear to the user when no match is found via the lookup action.
- Using the table in the lower half of the dialog box, specify the individual lookups that this action will use and when they will be used (via a condition).
- In the conditions columns, configure a condition that must be met before the individual lookup is executed.
Tip: If the lookup is always used, verify that Always is selected from the drop-down list in the condition column.
For more information on defining conditions in LincDoc, see Configuring conditions.
- In the lookup column, select an existing lookup or create a new lookup.
- (optional) Specify additional condition/lookup pairings for your lookup action using the add / remove buttons (highlighted below).
- At the top of the lookup dialog box, click the save button.