Configuring the Lookup tab
The
tab defines the references, views, results and lookups. The definition determines the format of the display and the query to execute at run time.Column | Description |
---|---|
Auto Start | Should a lookup run a search even if the user has not yet had a chance to enter a search term?
Yes - Search immediately with an empty search term. No - The search does not run until the user has a chance to enter a search term. |
Column Data | Use along with the Column Pivot column for pivoted Search Results views. Leave blank for a non-pivoted view.
For a pivoted view, this value specifies the data that is displayed in the results. This data is displayed under the column caption that is specified by the Column Pivot column. In this
The Column Data field supports a semi-colon delimited list of data column numbers, instead of a single column number. Valid values are blank, a positive integer value, or a list of positive integer values. |
Column Desc | Specify the column number from the Reference tab, Reports/Views tab, Search Results tab or Lookup containing the description of the record being displayed. |
Column Keys | Specify the column number from the Reference tab, Reports/Views or Results tab, or lookup containing the key to the records being displayed. This information is used for drilling down to the record.
In views and search results, use column 2 as the first column to display data. You can specify a:
Because there are no line numbers in lookups, you can use the first column, normally used for line numbers, to display data. When you use Column Keys, ensure that you use the View Symbol. |
Column Pivot | Use along with Column Data for Search Results views only. Leave blank for a non-pivoted view.
For a pivoted view, this value specifies the column caption for the results view. In this
|
Custom Mark | Optional. Administrators can use this column to mark lookups for their own specific purposes. |
Description | Specify a description of the lookup, view, or result. |
Lookup Code | Specify the name of the reference, view, result, or lookup. Names must match the Lookup Set tab entries.
The ASCII sort order determines the order on the shortcut menu.
|
MULTILINE COLUMNS | Pertains only to string values in the View grids (i.e., V\<lookup code> ). Specify the column numbers to display in a multi-line format. These column numbers correspond to their positions in the Column Labels field in the tab. Separate each column number with a semi-colon.
Suppose you want the text strings for the Alias 1 and Alias 3 columns to display in a multi-line format. In the tab, the Alias 1 and Alias 3 columns are in the sixth and eighth position in the Column Labels field. For this example, you must specify 6;8. |
Query Code | Specify the name of the query entered in the Query form. To open the Query form, press the key and click a query name.
The query retrieves the specified records and displays them in the Results tab, Views tab, or Lookup dialog. (This column is not used for References.) For results, include For views, include Include |
Search Query Code | Use to configure saved search codes in lookups. Include “search” and “lookup” in the syntax of the query. See Query examples for lookups. |
Set Query Code | Use to include sets in Lookups. Include “set” and “lookup” in the syntax of the query. See Query examples for lookups. |
Start Col Type | String or numeric type for the key. This information is required by Optiva for constructing SQL statements correctly.
0 = a string type field, like a code. Strings require quotation marks (") in the SQL statement. 1 = a numeric type field, such as Workflow ID. Numerics do not require quotation marks (") in the SQL statement. |
View Symbol | Specify the name of the object type that is being referenced. This enables the user to look up an object in a view, reference, or search result.
The View Symbol must be valid. Exceptions are company types of customer or vendor. The Optiva administrator can leave the View Symbol blank to disable hyperlink and Launch Workflow functionality on Views. |