Datafield Look Up Source Configuration

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RayFlow > 7.4 u1 > User and Administration Guide > Configuration > Datafields 

Datafield Look Up Source Configuration

The following chapter describes how to configure the Look Up Source of a datafield of the text type. By changing the Look Up Source a datafield can be configured to offer values that are derived from a SQL query.

 

To gain access to this feature, a text datafield must be given the Autocomplete datafield property.

 

SQL_01

 

After enabling this option, the LOOK UP SOURCE tab is shown next to the CONFIGURATION tab.

 

SQL_02

 

If the Internal option is selected, the datafield will function in its normal autocomplete mode, remembering all values that are entered into it when a task is either created or edited.

 

Selecting the External radial button displays any existing external look up sources.

 

SQL_03

 

Pressing the Edit look up source icon displays the Look up source configuration panel.

 

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Pressing the Create new Datafield Group icon allows for the creation of a new SQL query based look up source.

 

SQL_05

 

The following is possible using a SQL query:

 

The database can either reside locally on the same server as RayFlow or on a seperate server.

Both authentication methods, SQL and Windows authentication, can be used.

Queries that merge multiple columns within the SELECT statement can be utilized to display the merged values as look up result within the datafield.

The connection string and the query can both be tested before the configuration is saved.

 

The following example database which only contains a single table is targeted by the query above:

 

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Click on the Save icon to save the look up source.

 

Either option will allow for the creation of another source or finally saving or canceling the datafields recent configuration.

 

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To save the configuration of the datafield click on the Save icon.

 

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After three characters have been entered in the datafield, look up results will be offered.

 

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Multiple values can be added by entering a semi-colon after one of the look up results has been selected.