Click the elipsis button
to open the Lookup Manager. Use Lookup Manager to Add, Edit or Remove
Lookups used in the Lookup or Default Tabs of the Smart Form.
The Lookup Tab allows for association of a custom lookup with the Smart Form field in either drop-down or popup form. Lookups are managed in the UI called Lookup Manager and can be used in each Smart Form plug-in.
Has Lookup (String Fields only) – Check box to enable.
Lookup – Choose a predefined lookup from the drop-down menu. Lookups are only available for data types set as ‘string.’
Click the elipsis button
to open the Lookup Manager. Use Lookup Manager to Add, Edit or Remove
Lookups used in the Lookup or Default Tabs of the Smart Form.
Display Field Name – (Required) This is the field you want to display in the Smart Form when a record is chosen from a lookup grid. The value corresponds to the actual column name in the specified lookup table.
Value Field Name – Corresponds to the field ID. For top-level folders, this would be the folder ID for the company as seen in the database table dbo.DocumentFolders (e.g. – 10001)
Note: This option is rarely used for lookups.
Value2 Field Name – Corresponds to the field code. For top-level folders, this would be the folder code for the company as seen in System Settings > Folders (e.g. – ABC)
Note: This option is rarely used for lookups.
Additional Filtering – Additional filtering of the lookup can be setup to limit what values are returned to the user beyond filtering that is setup on the lookup itself. Syntax can depend on what value is being used, so here are some examples to get started.
Example:
[CompanyCode] – The bracketed text refers to the column name in the database table referenced in the actual lookup, as seen below.
‘<TopLevelFolders.Value2/>’ – “TopLevelFolders refers to the alias given in the settings of the lookup manager section and “Value2” is the folder code relating to the current company. Here it is “TWO.”
[VendorCode] – Like the [CompanyCode] text, this is the column name in the database, as seen below.
Validate user entered data with lookup – If this option is checked, doc-link will validate the string value the user typed into the textbox. This function is triggered when the user tabs off the current textbox. If doc-link cannot find a valid match, it will return a red exclamitory circle icon to indicate the error, as seen below. If tabbed off, the textbox will delete the invalid string.
Lookup Style
Drop-Down List – A Drop-Down List style adds an down arrow to the textbox and returns data from the lookup without opening a new window. This is used best when a small data set is returned and only one column of data is needed. (e.g. – Currencies, Country Codes)
Popup List – A Popup List style opens a new window showing a grid of records retreived by the lookup. This is used best when many columns are used and when a large set of data is returned. (e.g. – Vendors, GL Accounts)
Show Popup Button – This option is used when you want the Popup’s button to be visible. If unchecked, validations will still work, but it could make it difficult for users to type correct values.
Use HotKey – In the Lookup Manager > Settings tab, there is an option to define a HotKey button. This check box enables the use of this HotKey for this element. The Lookup Manager HotKey designation is not a requirement and can be overwritten by HotKey designation of the Smart Form on the General Tab.
Including Control Values in Lookups
Edit Smart Form Element - Layout Tab
Edit Smart Form Element - Appearance Tab
Edit Smart Form Element - Data Type Tab
Edit Smart Form Element - Mapping Tab
Edit Smart Form Element - Behavior Tab
Edit Smart Form Element - Defaults Tab
Configure doc-link Smart Form - Header Tab
Configure doc-link Smart Form - Detail Tab
Configure doc-link Smart Form - Totals Tab
Configure doc-link Smart Form - Footer Tab
