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Question

Question

Lookup Rules on Templates

asked on March 23, 2015

Is it possible to execute a lookup rule on a Laserfiche Template?

 

The use case is that we have a client who takes in property registrations using a form.  They want to be able to take in new submissions and renewals.  If the submitter identifies that a renewal is being processed, I'd like to be able to query a template in Laserfiche to see if an entry exists for a property or not.  If it does, one form is used.  If it doesn't, another form is used.

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Replies

replied on March 24, 2015

The approach I would take is to create a view in your LF DB that takes the field value that you are looking for and then applies a query against the LF DB.  If it returns a row, then the document is there, if no rows returned, then the document is not there.  The biggest problem with this type of approach is that it is not garunteed not to break when you upgrade the server software.

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replied on March 23, 2015

I am not sure about doing this in Forms. However in Laserfiche Workflow, once the form comes in you could then make the decision. The only issue is you have to ask all questions that are on both forms, then in the decision path populate the fields according to the lookup.

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replied on March 24, 2015

Thanks Derek, but that won't work in this case.  They want to do the check from the Forms side.  If the submitter says its a renewal but it really isn't, they want to trap that and alert the user before the form is submitted.  Renewals would take a different path than new submissions.

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replied on March 26, 2015

Forms can only perform lookups on an external database, so I would also go the database route. I would have a workflow that maintains a table of the properties that are in the system and updates the table when a new one is added. The form can then perform a lookup on that table. 

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