Question

how to set QuickFields to do a lookup in an excel file

Updated October 18, 2017

asked on October 17, 2017

I have a client using Laserfiche Cloud. They have a QuickFields session doing a lookup in an excel file. They tell me it just broke, they changed nothing. So I tried to setup QuickFields to do a look up in an excel file and I am receiving a similar error. Error attached.

I can do lookups in DB's and CVS files but I can't get it to work with excel.

Can someone tell me how to setup a lookup in QuickFields to do a lookup in a local excel file.

QuickFields is installed on the local machine Windows 7 pro sp1 (again they are using LF Cloud) and the excel file is on this local machine. I have tried to set up the ODBC using Data Source Type User Data Source Driver Excel Files but no matter what I pick I receive errors in QuickFields when I select a table.

Any guidance would be appreciated. Thanks Wendi

QF error.PNG (112.77 KB)

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QF error 2.PNG (55.59 KB)

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replied on October 17, 2017 • Show version history

I know I used to (until yesterday) do this with an excel 97-2003 file. With a Microsoft update I had to convert all of mine to Excel 12.0 files for lookup.

You need to make sure all are .xlsx files and chose the excel driver for .xlsx

https://answers.laserfiche.com/questions/128987/lookup-error-to-Excel-in-quick-fields#129034

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replied on October 18, 2017

Thank you Laura! I will give this a try. Thanks again Wendi

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how to set QuickFields to do a lookup in an excel file

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