Configuring Lookup Buttons - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

If you want users to be able to find an AutoFill Keyword Set based on specific values associated with the set other than the primary value, you can configure a lookup button. To configure a lookup button:

  1. In the Designer, place the Lookup Button control on the form.
    Note:

    The Lookup Button can only be placed in repeating sections or tables when the repeating section or table contains fields from a Multi-Instance Keyword Type Group that is associated with an AutoFill Keyword Set.

  2. Select the lookup button in the form.
  3. In the Properties pane, select the edit button next to the Reverse Lookup Configuration property.
  4. Select the AutoFill Keyword Set you want to be associated with the button from the Select Autofill Keyword Set drop-down list. Only AutoFill Keyword Sets that correspond to the Document Type your form belongs to are displayed for selection.
  5. Click Continue.
  6. Uncheck the check box(es) next to the Keyword Type(s) you do not want to allow users to lookup by. By default, all Keyword Types listed are selected to be used in the lookup.
  7. Click Finish.
    Note:

    If a lookup button is not configured correctly, you cannot test drive or publish the form until the lookup button configuration is corrected.

    Tip:

    If you want to visually indicate to users what fields are designated lookup fields, configure the field color settings for lookup fields in the Theme Designer. See Theme Designer for more information.