Auto-Lookup > Microsoft Excel > Name/Value > File System

Lookup Name

Function:

Specifies the name you want to give to your lookup procedure.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Lookup Type

Function:

Specifies the type of lookup procedure to do.

Accepted Values:

• Name/Value - The lookup gets data for specified name/value pairs.
• Multiple Columns - The lookup gets data for more than one column.

Default Value:

Name/Value

Example:

Refer to:

• (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Select Document Repository

Function:

Specifies the repository where your Microsoft Excel file is stored.

Accepted Values:

• File System - Specifies a location on the AgilePoint Server machine as the repository where your Excel file is stored.

  This section shows the configuration for File System. You can use other supported repository types. For more information, refer to the Limitations for this field.

Default Value:

None

Limitations:

• Your Microsoft Excel file must be permanently stored in a supported repository. The following rules apply:
  • The file name must not change for the Excel file.
  • Once the lookup is configured, the Excel file must not move from the configured location.
  • The names for any folders or other dependent items, such as SharePoint document libraries, in the path to the Excel file must not change.

File System Folder Path

Function:

Specifies the path of your Microsoft Excel file on the AgilePoint Server machine.

Accepted Values:

An absolute file path on your AgilePoint Server machine.

The file paths may be restricted on the AgilePoint Server machine. If the file paths are restricted, they are specified in the key AllowedLocalSystemPathForFileUpload in the file Configuring Ascentn.AgilePoint.WCFService.exe.config. For help, contact your AgilePoint NX administrator

Default Value:

None

Choose File Path

Function:

Specifies the file in your repository.

Accepted Values:

The name of a file in your repository.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Table

Function:

Specifies the name of the Microsoft Excel table to use for your lookup.

Accepted Values:

A Microsoft Excel table name from the list.

When you select an Excel file from the Choose File Path field, this field shows the table names associated with the Excel file.

Default Value:

None

Example:

Refer to:

• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Columns - Name

Function:

Specifies the name of the Microsoft Excel column in a key-value pair.

To Open this Field:

1. Select a table from the Table list.

Accepted Values:

A column name from the list.

When you select the table name from the Table field, this field shows the column names associated with the Excel table.

Default Value:

None

Columns - Value

Function:

Specifies the value for a Microsoft Excel column in a key-value pair.

To Open this Field:

1. Select a table from the Table list.

Accepted Values:

A column value from the list.

When you select the table name from the Table field, this field shows the column values associated with the Excel table.

Default Value:

None

Column Name

Function:

Specifies the name of the Microsoft Excel column to use in your filter.

To Open this Field:

1. Click Add Filter

Accepted Values:

A column name from the list.

Default Value:

None

Operator

Function:

Specifies the operator to use in the filter.

To Open this Field:

1. Click Add Filter

Accepted Values:

• <=
• <
• =
• >
• !=
• >=
• Begins With
• Ends With
• Contains
• NotContains

Default Value:

None

Value

Function:

Specifies the value for the Microsoft Excel column to use in the filter.

To Open this Field:

1. Click Add Filter

Accepted Values:

A valid column value.

Default Value:

None

Accepts Process Data Variables:

Yes

Select Nest Type

Function:

Specifies the AND and OR logical operators to filter the lookup.

To Open this Field:

1. Click Add Filter

Accepted Values:

• AND - Specifies the AND operator.
• OR - Specifies the OR operator.

Default Value:

And

Delete Filter

Function:

Deletes the filter condition.

Sort By

Function:

Specifies the name of the column to sequence the query results.

Accepted Values:

A column name from the list.

Default Value:

None

Sort Order

Function:

Specifies the sort order for the result set.

Accepted Values:

• Ascending - Sorts the result set in ascending order.
• Descending - Sorts the result set in descending order.

Default Value:

Ascending

No Items Retrieved

Function:

Specifies the error message to show if the lookup does not return any data.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Lookup Failed

Function:

Specifies the message to show if the data fails to load.

Accepted Values:

More than one line of text.

Default Value:

Failed to load data.