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Question

Using Excel for Form Lookups

asked on May 14, 2024

I have several public forms need to use lookups for static sets of data, like the 100 departments and divisions.  On our internal forms server, we have access to our sql db so this is easy enough, however, our security team does not want to have access to our database from a public server.  It was recommended that I use excel sheets to do these lookups, but as I look across the website, i read person after person recommending to not use Excel.  These are also much older posts, and I know at the last Empower it was said you need to use Excel for form lookups if on the Cloud (we are on prem web based.)

Any insight or other solution is appreciated, however, setting up a sql db is out of the question.

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Replies

replied on May 14, 2024

Christopher,

I would say it is recommended to not use Excel files as data sources, but not required. There are several reasons for this, but the main one is usually because of the connection issues to the file because there is a limit to how many concurrent connections can be made. I don't recall that limit off the top of my head. If I remember correctly there are also limits to the amount of data that can be retrieved from an Excel file, which may or may not be an issue depending on how much data you will be working with.

I'm sure others can pipe in on other pros and cons that they have experienced as well. What it really comes down to though is using the best tool for your scenario.

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replied on May 15, 2024

"forms need to use lookups for static sets of data". This is one of the use cases for Laserfiche Cloud Lookup Tables.

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