Configure an Auto Lookup

To configure an auto lookup, do the procedure in this topic.

Figure: Auto Lookup > Configure tab

Configure tab

Video: Show Data from a Database on an eForm

Video: Configure Form Controls with Cascading Lookups

Video: Show Data from a REST Service on an eForm

Video: Show Data from a Web Service on an eForm

Video: Show Data from Salesforce on an eForm

Video: Show Data from SharePoint on an eForm

Video: Add a Custom Search Screen

Video: Common Configuration Settings in eForm Controls

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add a control:
      1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls Advanced Controls icon tab.
      2. On the Advanced Controls Advanced Controls icon tab, drag the Auto Lookup Auto Lookup icon or Pop-Up Select Pop-Up Select icon form control onto your eForm.
    • Change a control:
      1. On your eForm, click the control, and click Edit Edit icon.
  3. Click the Configure tab.

Procedure

  1. On the Configure tab, in the Lookup Source list, select your lookup.
  2. (Optional) Click Add Lookup Add Lookup iconto add a lookup.

    For more information, refer to Create a Lookup.

  3. In the Bind Lookup Values To A Repeating Control (Optional) field, select a form control on your form to show the results of the lookup procedure.

    You can select a form control that can show repeating data. For example, Radio Button, Drop-Down List, or List Box.

  4. Complete the Execute This Lookup On field as necessary:
    Field Name Definition

    Execute This Lookup On
    Function:
    Specifies when the control does the data lookup.
    To Open this Field:
    1. In the Lookup Source field, select your lookup from the list.
    Accepted Values:
    • Form Load - Does the lookup when the form opens.
    • Related Field Value Change - Does the lookup when the value in a related field configured in your lookup changes.
    • Specific Field Value Change - Does the lookup when a value in a specific field on the eForm changes.
    • Form Load & Related Field Value Change - Does the lookup when the form opens or when there is a change in the value of the related field.

    In these settings, "related field value" means the value of a different field that can change the data the lookup gets. For example, changing the value of request mapping fields may change the data retrieved by a REST service lookup. Changing the value of a WHERE clause field may change the data retrieved by a database lookup. This setting monitors those fields and runs the lookup if the field values change.

    Default Value:
    Form Load & Related Field Value Change
    Example:
    Refer to:
  5. Complete the Execute on Session field as necessary:
    Field Name Definition

    Execute On Session
    Function:
    Specifies the sessions the lookup runs.
    Accepted Values:
    • First Session - The lookup runs only the first time the eForm loads in the form user's browser.
    • Subsequent Sessions - The lookup does not run the first time the eForm loads in the form user's browser, but runs all subsequent times the eForm loads.
    • Specific Sessions - The lookup runs only in the sessions, or page loads, specified by the numbers in the Enter Sessions field.
    Default Value:
    First Session