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Question

Simple Table Lookup in LF Cloud Forms/Workflows

asked on May 7, 2019 Show version history

I'm fairly new at building workflows and forms in LF cloud, so any pointers in the right direction would be appreciated! Currently, I have an online form that users fill out. The form is then saved to our repository with metadata. This triggers a workflow to start, which generates a word document and populates the document using information that entered in the form. 

 

I would like to perform a simple table lookup/data query in either the workflow or forms stage of this process. One field in the initial form is a staff member's name. I would like to use the staff member's name to lookup their phone number and assign this phone number to a token that could be used when populating the word document. The staff name/phone number table would be a two column table with about 50 rows. What would be the simplest way to achieve this? 

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Answer

SELECTED ANSWER
replied on May 13, 2019

With ~50 data points, your best option would be to create a Decision Table, with employee name as the input and phone number as the output. The decision table can be used in the workflow process to create a token for the phone number.

If you need to use a much larger data set, or do more complex lookups, it may be worth looking into Entities where you can store your data in a manner similar to a relational database and query it directly.

We also have plans for improving the way users can manage data sets for simple lookups, but for small data sets the Decision Table option should work best.

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replied on May 13, 2019

Thanks Ian! Is there any way to import data (such as a CSV file or excel document) into the decision table? Or do I need to manually type each value in? 

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replied on May 14, 2019

There is no option to import a csv or excel file directly to a decision table. This use case is one of the items we are looking to improve.

However, once you set up the decision table it is reusable across all of your workflows, so any future maintenance should be minimized.

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replied on May 16, 2019

Okay, thanks again for your help! Glad to hear that new features regarding this are in the works. 

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Replies

replied on May 31, 2022

Since this question was asked and answered, we have released Lookup Tables for Laserfiche Cloud.

Lookup tables allow you to import an XLSX or CSV file and then lookup values in Forms and Workflow using query rules. They can also be used for dynamic fields in the repository.

 

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