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Question

Dynamic Fields and SQL

asked on November 12, 2014

I'm using several dynamic fields in a workflow and would like to know how utilize the dynamic fields better.

 

- What the workflow does now:

 

A user picks 'Department'. A Dynamic Field then looks to a SQL Table with Codes that correspond to that 'Department'. Therefor when a user selects the 'Code' field, they only see the Codes associated to that 'Department'.

They select a 'Vendor' Field, another field called 'Vendor Number' automatically populates using dynamic fields and a different SQL table.

 

- What I would like to do:

 

A user selects a 'Department', they then select a 'Vendor'.

IF that 'Vendor' has a 'Code' assigned to it

   THEN 'Vendor Number' and 'Code' will automatically populate.

ELSE (There is no 'Code' associated to a 'Vendor')

   THEN 'Vendor Number' automatically populates, and the list of 'Codes' associated to the 'Department' is available in a drop down list.

 

There would be a 2:1 relationship on the 'Vendor' field. How can I achieve this within Laserfiche/Workflow?

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Answer

SELECTED ANSWER
replied on November 17, 2014

Hello Justin, 

Do you want the auto-population to happen live, or after the user saves the changes they made to the vendor and department fields? 

If you would like this to happen live, I suggest rearranging the tables you are using for dynamic fields. Otherwise, the Query Data Activity in Workflow may be a more appropriate solution. 

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