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Question

Question

Lookup Rules in Forms

asked on May 3, 2020 Show version history

Hi Everyone,

 

I have a business process to make using Laserfiche Forms,

The concept of the business process is to retrieve a value or data from the Laserfiche Template using Lookup Rule.

 

The process will be like this: 


1. User fills-in the data in one of the Form fields. Ex: Last Name. 2. The moment the user has entered the data in the “Last Name” field, Lookup Rule will search for a match in Template Field and once found, it will auto-populate to the other fields in the Forms.  
 
Ex: I have 3 fields in LF Forms. 
 
1. Last Name, 2. First Name, 3. Middle Name.


Ex. Laserfiche Template: 


1.    Last Name Field Values: Abada, Arenas, Vilela 
2. First Name Field Values: Earl, Matt, Reymark 3. Middle Name Field Values: Hallares, Guapo, Pogi.


When a user  enters data in the first field, “Last Name” in the Form, the “Lookup Rule” will find matching data from Laserfiche Template and auto-populate them into the First Name and Middle Name fields on the LF Forms. 


My question is how am I going to configure the “Lookup Rule" to search data in the LF template that has multi-value fields and find a match, pick-up the corresponding field values and auto-populate to the fields in the LF Forms. 
 
Thanks 

 

 

 

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Replies

replied on May 4, 2020

Hello Rafael! 

What are you asking for is a basic Laserfiche Forms functionality.

Laserfiche Forms as far as i know can't directly connect to any Laserfiche template to retreive the information because usually Forms is generally used to capture information in order to fill templates. 

Nonetheless, what you can do is create a table with all the information presented on all documents that have this specific template assigned. 

Laserfiche Forms using lookup rules, can connect to the database, find your table and query the information based on the Last name field that you mentioned. And this is all configurable from the Lookup rules tab in your form.

Another way to do it is to use your Laserfiche database to directly access the template. But this method is more complex and will waste your time trying to understand the tables structure and relations.

  

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replied on May 4, 2020

Hello Joseph,

 

Thank you for that information.

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replied on May 4, 2020

Glad i can help!

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