Question

Forms dynamic pick list created from a Laserfiche Repository List of Folders

Forms

Updated May 29, 2020

asked on May 21, 2020

I am trying to create a prospective client Intake form that has a drop down for all the prospective clients we have listed as corresponding folders inside our Laserfiche Repository under "Prospective Clients"

Is it possible to create a Table View that could be dynamically populated with Folder Names from a specific location in the Laserfiche Repository?

0 0

Replies

replied on May 21, 2020

Hi Charles,

You can run a lookup rule on the [toc] SQL table. [parentid] is the parent folder's entry ID, [tocid] is the entry's ID, and [name] is the entry's name. You'll likely want to have a hidden read-only field with the default value of the parent folder's ID and then fill the dropdown with the [name] column when [parentid] matches the hidden field's value.

0 0

replied on May 21, 2020

Something like this?

SELECT   name
FROM     dbo.toc
WHERE    parentid = 18 and fe_inherit_id = 1

0 0

View 4 previous replies

replied on May 21, 2020

That should work. Though you should be able to do it directly in forms with a lookup rule.

0 0

replied on May 21, 2020

I did not know you could run a SQL query in Forms. Is that even possible?

0 0

replied on May 21, 2020

You can't quite run an advanced query (like SELECT COUNT(*) WHERE [num]>5 or something) but you can do basic queries with lookup rules. How else were you going to get the data into the form?

0 0

replied on May 21, 2020

I was going to use a SQL query that runs every evening to create a table view that would be linked to the forms lookup rule. If I can do it realtime that would be even better.

0 0

replied on May 21, 2020

You should be able to just make the lookup rule be for the [toc] instead of an intermediary table.

0 0

replied on May 21, 2020

If you are using

fe_inherit_id = 1

to probe for folders, that is incorrect.

The correct query is

SELECT   name
FROM     dbo.toc
WHERE    parentid = 18 and etype = 0

1 0

replied on May 29, 2020

Thank you Miruna that worked. I have a follow up question. How would we now tie this query into a forms pick list for the prospective clients that we pulled back from the query?

0 0

You are not allowed to follow up in this post.

Question

Question

Forms dynamic pick list created from a Laserfiche Repository List of Folders

Replies

Sign in to reply to this post.