Field Mapping window - Relational Database Lookups

This window is used to map the fields on the validation form with the fields populated from a relational database lookup during validation. Without this mapping, the lookup is unable to populate the necessary fields.

This window has the following settings:

Enable Immediate Search

If enabled, this setting enables you to configure the lookup button to perform a search based on document field values, rather than manually-entered search criteria for the database lookup window. That means you can type a search criterion directly into the field on the validation form and then press the database lookup button to perform a search based on that value. Any subsequent manual searches are not immediate searches.

If there is a single matching record the validation form is automatically populated with the mapped fields. This is true for either "Search behavior" selected below.

Search behavior

Select one of the following values to determine how searches are preformed in Validation.

Per column

Choose this value if you want Validation users to type a search string into an individual column of the search window. Only that column is searched for entries with a matching string.

All columns

Choose this value if you want to search for the same value in all visible columns simultaneously.

When selected, an additional text box is displayed at the top of the search window. This enables Validation users to type a string that is searched for in all columns of the database. All possible search results are highlighted.

Queries that search all columns can take a long period of time, especially when wildcards are used. This may lead timeouts in large databases.

If timeouts do occur, reduce the number of visible columns or change the wildcard settings.

In addition to the above setting, the following columns are displayed.

Destination Field

Select from a list of all fields in the current class. The select field is populated with its corresponding Data Source Field during validation. If you want additional fields here, you must first add them to the class.

If Table Mapping is enabled, this list includes available table columns.

Data Source Field

Select a source field and map it to the corresponding Destination Field. The value of the Data Source Field populates the corresponding Destination Field when using the Database Lookup window.

Caution:

If you change the data source, any previous mappings are lost and you must perform the mapping again using the new data source fields.

Immediate Search

Select this setting so that the corresponding field data is used as search text for the lookup for the specified columns. Any extracted text or manually entered text can be used as a search criteria.

If you select a field for Immediate Search, it is recommended that the field is visible in the search results. Similarly, if a field is visible in the search results, it is recommended that the field is also selected for Immediate Search.

If these do not match, the Immediate Search results may differ from manual searches performed in the Database Lookup window.

When a Validation user presses on the Database Lookup button, if the Immediate Search fields have data on the document, a search is carried out immediately and results are either entered into the corresponding fields of the form or a search window displayed with possible records. This saves the Validation user from entering search criteria themselves, but does not restrict them from entering additional search criteria manually.

Immediate Search for all Columns

This setting is available only if the Enable Immediate Search setting is selected and the Search behavior value is set to All columns above.

You can select a single field only and the corresponding field data is used as search text for the lookup. Instead of restricting this to a specific column, all columns are searched. Any text extracted for this field or manually entered, can be used as search criteria.

When a Validation user presses the Search button, if the Immediate Search for all Column fields have data on the document, a search across all columns in the database is carried out immediately and results are either entered into the corresponding fields of the form or a search window displayed with possible records. This saves the Validation user from entering search criteria themselves, but does not restrict them from entering additional search criteria manually.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.