Question

Business Process to perform Maintenance to a lookup table in cloud

Laserfiche Cloud Forms

Updated March 8, 2022

asked on March 7, 2022

I have a Business Process to perform maintenance to a Lookup Table in Cloud. For that process, I created a Rule to be used in the Form Process where I select any records that match the Like condition on several fields (FirstName like '%value%' or LastName like '%value%' or Unit like '%value%') and the user selects the action (delete, insert, update) on each row to be performed by the Workflow when the user submit the Forms.

The issue that I'm having is that the select statement built on Cloud is Case Sensitive so if I want to look for 'Peter' but type 'peter' on the search field the search doesn't bring any records because the condition is not met.

How I can disable the case sensitivity in the Rule in Cloud?

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replied on March 8, 2022

Hi Pedro,

I havn't seen a way of disabling the sensitivity, However, what I do is force all the data that is being written to the data management table to upper case using the To Upper Function in the workflow.

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replied on March 8, 2022

Hi Troy,

I can save the values in the upper case but the main issue is the lookup rules on the Forms side. If the values are saved in the upper case and the user type a lower case value the search will not work.

How I can restrict the lower case in the forms to make the search work?

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replied on March 8, 2022

In Forms, you can have a input field that the user interacts with then have another field that is hidden and configured to use the Upper function on the input field.

Form Designer:

User Field variable = UF

Form Example:

Then use the hidden input field as your "When" field in your lookup rule in forms and in your PA Rule.

Hope that helps.

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Business Process to perform Maintenance to a lookup table in cloud

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