The detailed tutorial covered the configuration of an advanced lookup using data tables. Creating lookup configurations from other sources just involves a few adjustments.
Dynamic grid lookups retrieve data from a grid within the workflow. The configuration is very similar to data table lookups, with a few considerations.
•A key column cannot be selected. Instead, the value stored for the lookup field is a long alphanumeric code assigned by the system. Due to the random nature of the code, it is unlikely that this could be used in any meaningful way.
•The grid may be filled with default values, calculated fields, uploaded data, and user-entered data. The content of the grid may be strictly controlled, or may be very unpredictable, requiring careful configuration of the grid fields and any fields associated to the lookup.
Web service lookups retrieve data from an external source. The selected filter fields are sent as part of the request, and the service returns all records that match the filters.
The available fields are predefined, see the Web Service List for Data Sources section.
The following requirements and limitations apply.
•Some services require dates as filters. However, Date Picker fields are not supported as filters. A calculated field can be used to pull the date from the date picker field, and the calculated field can be used as a filter.
•When using web service lookups, the results in the combo box cannot be searched. Entering text into the combo box field will have no effect.