Auto-Lookup > Microsoft Excel > Multiple Columns > OneDrive

This topic shows how to create a lookup with a Microsoft Excel file stored in OneDrive as the data source based on multiple columns for the Auto-Lookup form control.

Background and Setup

Prerequisites

Good to Know

How to Start

  1. On the Auto-Lookup form control configuration screen, on the Configure tab, click Add Lookup.

    For information about how to open this screen, refer to Auto-Lookup form control.


    Click Add Lookup
  2. On the Select Data Source Type screen, select Microsoft Excel.

    Select Excel Table
  3. Click Next.

Lookup Details

Specifies the basic configuration for a lookup.

Figure: Lookup Details screen

Microsoft Excel Lookup Details screen

Good to Know

Fields

Field Name Definition

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:

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:

Choose Document Repository screen

Specifies the repository where your Microsoft Excel file is stored. This section shows the configuration for OneDrive.

Figure: Choose Document Repository screen

Choose Document Repository screen

Good to Know

Fields

Field Name Definition

Select Document Repository

Function:
Specifies the repository where your Microsoft Excel file is stored.
Accepted Values:
  • OneDrive - Specifies OneDrive as the repository where your Excel file is stored.

    This section shows the configuration for OneDrive. 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.

Configure Lookup > Configure Repository tab

Specifies the location of your Microsoft Excel file in OneDrive.

Figure: Configure Lookup > Configure Repository tab

Configure Repository tab

Fields

Field Name Definition

Access Token

Function:
Specifies the access token that connects to your OneDrive service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Add New Add New icon

Opens this Screen:
Access Token for OneDrive
Function of this Screen:
Configure an access token to connect to OneDrive.
Example:
Refer to:

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

Configure Lookup > Quick Config tab

Configures a lookup with more than one column from your data source.

Figure: Configure Lookup > Quick Config tab

Quick Config tab

Fields

Field Name Definition

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

Columns - Name

Function:
Specifies the column names for the selected table.
To Open this Field:
  1. Select a table from the Table list.
  2. On the Select All field, click Expand Expand icon.
Accepted Values:
Read only.

The values are completed when you select the table name.

Columns - Value

Function:
Specifies the value to update for the column.
To Open this Field:
  1. Select a table from the Table list.
  2. On the Select All field, click Expand Expand icon.
Accepted Values:
None.

But when you add a column in the list, the value field is populated with the column's name. Set the actual value.

Expand Expand icon

Function:
Shows the field list options.

Collapse Collapse icon

Function:
Closes the field list.

Column Name

Function:
Specifies the name of the Microsoft Excel column to use in your filter.
To Open this Field:
  1. Click Add Filter Add Filter icon
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 Add Filter icon
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 Add Filter icon
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 Add Filter icon
Accepted Values:
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.
Default Value:
And

Delete Filter Delete Filter icon

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

Configure Lookup > Error Messages tab

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

Figure: Configure Lookup > Error Messages tab

Configure Lookup screen Error Messages tab

Fields

Field Name Definition

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.