Column Advanced Settings: Option List: Lookup

Overview¶

When selecting Department, Group, User, and Linked Column, you can copy column values from the selected Department, Group, User, or Linked Column into the current record. For example, when a deals table is linked to a customers table, you can copy columns such as the address and phone number from the customers table into the deals table. Images embedded in Description Item can also be copied. Combined with the Auto post back feature, values can be reflected immediately after a master record is selected.

Limitations¶

1. The lookup feature can be configured on Class Column, Manager Column, and Owner Column.
2. Cannot be used when the Multiple Selections feature is enabled.
3. Comments Column and Attachments Column cannot be specified as From or To.
4. If a columns without "Read" permission is specified as From, an empty string will be copied.
5. Because the copied value is saved directly into the column, changes made in the parent table will not be reflected.
6. When using Import with the Update record with the same key. option, the lookup only fires when a column value has changed.
7. Does not work when Department, Group, User, or Linked Column allow Multiple Selections.
8. If an image is embedded in a Description Item specified as From, that image will also be copied. However, because the copied image inherits the access permissions of the source record, the image may not be displayed.

Prerequisites¶

1. "Site administration permission" is required to configure this feature.

Operation Procedure¶

Specify a "link" in JSON format in the Option List. The syntax follows the same convention as Manage Table: Editor: Column Advanced Settings: Option List: Filter, Sort,.

Configuration Example 1¶

In the example below, a link is made to SiteId 6. When a record is selected, classification A (ClassA) from SiteId 6 is copied to classification B (ClassB), classification B (ClassB) is copied to classification C (ClassC), status (Status) is copied to classification D (ClassD) with Type set to 1 so that the Name displayed rather than the value is copied, and DateA, CheckA, and DescriptionA are each copied to their respective columns.

JSON¶

[
    {
        "SiteId": 6,
        "Lookups": [
            {
                "From": "ClassA",
                "To": "ClassB"
            },
            {
                "From": "ClassB",
                "To": "ClassC"
            },
            {
                "From": "Status",
                "To": "ClassD",
                "Type": 1
            },
            {
                "From": "DateA",
                "To": "DateA"
            },
            {
                "From": "NumA",
                "To": "NumA"
            },
            {
                "From": "CheckA",
                "To": "CheckA"
            },
            {
                "From": "DescriptionA",
                "To": "DescriptionA"
            }
        ]
    }
]

Configuration Example 2¶

In the example below, Department are set as the Option List. When an Department is selected, the DeptsId is copied to ClassE.

JSON¶

[
    {
        "TableName": "Depts",
        "Lookups": [
            {
                "From": "DeptCode",
                "To": "ClassE",
                "Type": 0
            }
        ]
    }
]

Configuration Example 3¶

In the example below, Group are set as the Option List. When a Group is selected, the Description is copied to ClassE.

JSON¶

[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "Body",
                "To": "ClassE",
                "Type": 0
            }
        ]
    }
]

Configuration Example 4¶

In the example below, User are set as the choice list. When a User is selected, the organization name is copied to ClassE, the Description is copied to descriptionA, and the email address is copied to ClassM.

JSON¶

[
    {
        "TableName": "Users",
        "Lookups": [
            {
                "From": "Dept",
                "To": "ClassE",
                "Type": 1
            },
            {
                "From": "Body",
                "To": "DescriptionA"
            },
            {
                "From": "MailAddresses",
                "To": "ClassM"
            }
        ]
    }
]

Configuration Example 5¶

In the example below, Groups are set as the Option List. When a Group is selected, the group name is copied to ClassE. If classification E already has a value, it will not be overwritten; the copy only occurs when ClassE is empty.

JSON¶

[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "GroupName",
                "To": "ClassE",
                "Type": 0,
                "Overwrite": false
            }
        ]
    }
]

Configuration Example 6¶

In the example below, Group are set as the Option List. When a Group is selected, the group name is copied to ClassA, overwriting any existing value in ClassA.

JSON¶

[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "GroupName",
                "To": "ClassA",
                "Type": 0,
                "OverwriteForm": true
            }
        ]
    }
]

Configuration Reference¶

Additional Details¶

1. When specifying a Status Item or Class items that distinguishes between a value and a Name displayed as From, the Type setting is important. If To also distinguishes between a value and a Name displayed, specify "0"; if you want to copy the display name as a plain string, specify "1".

Supported Versions¶

Related Information¶

• Department Management Function
• Group Management Function
• Manage Table: Editor: Column Advanced Settings: Option List: User
• Table Function: Import Records and Link Master Data
• Manage Table: Items: Description
• Manage Table: Editor: Column Advanced Settings: Auto post back
• Manage Table: Items: Class
• Manage Table: Items: Manager
• Manage Table: Items: Owner
• Manage Table: Editor: Column Advanced Settings: Multiple Selections
• Manage Table: Items: Comments
• Manage Table: Items: Attachments
• Table Function: Importing Records
• Table Function: Updating Existing Records By Importing Records
• Manage Table: Editor: Column Advanced Settings: Option List
• Manage Table: Editor: Column Advanced Settings: Option List: Filter, Sort,
• Manage Table: Editor: Column Advanced Settings: Name Displayed
• Manage Table: Editor: Column Advanced Settings: Description
• Correspondence of Column name and Name in the system in the Database
• Table Function
• Manage Table: Items: Status