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Question

Question

Add rule ability for lookups

asked on August 11

Has there been any talk about adding rules to the lookup section of a form so that the lookups only fire during a certain process step or stage? 

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Replies

replied on August 11

There isn't a built in feature for this, but you can use field values to accomplish this by setting your Lookup Rules to a stored procedure with a parameter.  For example, if you want a lookup tp run in the second task of a process and you are adding Employee ID based on the ID number, you can add the employee ID to a specific field via workflow or a formula when another field value is met based on the task and let that be the parameter to trigger the lookup.

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