Is it possible to do lookups from Excel tables to populate fields in Forms? Version 10.4.5 Forms and / or Forms 11?
Thank you,
Robin
You should be able to use the same SQL Server that you are already using for Laserfiche, but just create a new database to house this data in. If you want, feel free to shoot me a message on LinkedIn and I can help you with that. You can find a link to my LinkedIn profile on my Answers Profile page.
Although it is possible to setup an ODBC connection to an excel file, it is not recommended as the locking mechanism the ODBC connection uses frequently fails with simultaneous connections to the file. I would recommend loading the excel sheet into a database and using LFForms/Workflow to add/modify the table instead of excel.
Does it need to be a SQL database or can you add it to a table within the Forms database? Or an Access database?
I would not add it to the Forms database or use Microsoft Access. Microsoft Access is basically a glorified Excel spreadsheet.
Thanks.
So, it would be best to setup a SQL instance and import the table there as a reference, is this correct? I don't have much experience with SQL itself is why I'm asking. Any help on how to do this would be greatly appreciated.
You should be able to use the same SQL Server that you are already using for Laserfiche, but just create a new database to house this data in. If you want, feel free to shoot me a message on LinkedIn and I can help you with that. You can find a link to my LinkedIn profile on my Answers Profile page.
Thank you, Blake. I am not on LinkedIn, so not sure if I can go that route or not. My work email is robin.morse@tax.ok.gov if that helps. I do appreciate all of your help. I am going to reach out to my server support because I may not have access to create the database, we have some strict rules here. I'll find out.