Map fields for relational database lookups

The Field Mappings window enables Validation users to perform immediate searches and map validation form fields to database columns.

The Enable Immediate Search option enables you to configure the lookup button to perform a search based on validation field values, rather than manually-entered search criteria for the database lookup window. That means you can type a search criteria directly into the field on the validation form and then press the database lookup button to perform a search based on that value. If there is a single matching record, it automatically populates the mapped fields. If more than one record is found, the search results window is displayed and the Validation user selects the correct record.

Important This column is available only if Immediate Search is enabled.

You can map field for relational database lookups by following these steps:

  1. Open the Project Tree window if it is not already open.
  2. In the Project Tree, select the class that requires a lookup button on its validation form.
  3. Right-click on the class and select Customize Validation Form from the shortcut menu.

    If there are multiple steps of validation, you are prompted to select an individual step.

    The Validation Form Layout window is displayed.

  4. Add a Relational Database Lookup button to your validation form.
  5. Expand the Database Lookup property.

    The Data Source Type and several other options become visible.

  6. Click the Kofax.Validation.Design.Mapping Field Mappings button.

    The Field Mapping window is displayed.

  7. For each Destination Field on the validation form, select a Data Source Field.

    The Data Source Field is populated for each field.

  8. For each relevant field, select Use for Immediate Search.

    This enables you to specify what fields are used when the search is performed.

  9. Click OK.

    The Field Mapping window is closed and your mappings are saved.