Auto-Lookup > Microsoft Excel > Name/Value > OneDrive For Business

Lookup Name

Description:

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

Allowed Values:

One line of text (a string).

Accepted:

• Letters
• Numbers
• Spaces

Default Value:

None

Accepts 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

Description:

Specifies the type of lookup procedure to do.

Allowed 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

Description:

Specifies the repository where your Microsoft Excel file is stored.

Allowed Values:

• OneDrive For Business - Specifies OneDrive For Business as the repository where your Excel file is stored.

  This section shows the configuration for OneDrive For Business. 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.

Access Token

Description:

Specifies the access token that connects to your OneDrive for Business service.

Allowed Values:

A list of access tokens configured for your environment.

Default Value:

None

Accepts Variables:

No

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from OneDrive for Business

Add New

Opens this Screen:

Access Token for OneDrive for Business

Function of this Screen:

Configure an access token to connect to OneDrive for Business.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from OneDrive for Business

Choose File Path

Description:

Specifies the file in your repository.

Allowed Values:

The name of a file in your repository.

Default Value:

None

Accepts Variables:

No

Example:

Refer to:

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

Table

Description:

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

Allowed 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

Description:

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.

Allowed 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

Description:

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.

Allowed 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

Description:

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

To Open this Field:

1. Click Add Filter

Allowed Values:

A column name from the list.

Default Value:

None

Operator

Description:

Specifies the operator to use in the filter.

To Open this Field:

1. Click Add Filter

Allowed Values:

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

Default Value:

None

Value

Description:

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

To Open this Field:

1. Click Add Filter

Allowed Values:

A valid column value.

Default Value:

None

Accepts Variables:

Yes

Select Nest Type

Description:

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

To Open this Field:

1. Click Add Filter

Allowed Values:

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

Default Value:

And

Delete Filter

Function:

Deletes the filter condition.

Sort By

Description:

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

Allowed Values:

A column name from the list.

Default Value:

None

Sort Order

Description:

Specifies the sort order for the result set.

Allowed Values:

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

Default Value:

Ascending

No Items Retrieved

Description:

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

Allowed Values:

One line of text (a string).

Accepted:

• Letters
• Numbers
• Spaces

Default Value:

None

Lookup Failed

Description:

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

Allowed Values:

More than one line of text.

Default Value:

Failed to load data.